META — FACEBOOK INC CL A

Ownership history in MERCER GLOBAL ADVISORS INC /ADV  ·  28 quarters on record

AI Ownership Summary

MERCER GLOBAL ADVISORS INC /ADV reported FACEBOOK INC CL A (META) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.59% in 2025 Q2. The latest visible filing shows META at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERCER GLOBAL ADVISORS INC /ADV's position in FACEBOOK INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

META was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

META stock page MERCER GLOBAL ADVISORS INC /ADV fund profile MERCER GLOBAL ADVISORS INC /ADV full holdings
How MERCER GLOBAL ADVISORS INC /ADV held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 461,718 +31,284 +7.3% 0.46% $298.8M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED 430,434 +36,592 +9.3% 0.52% $314.3M 2025-11-14 $608.44
2025 Q2 ADDED 393,842 +27,324 +7.5% 0.59% $288.9M 2025-08-14 $780.30
2025 Q1 ADDED 366,518 +14,224 +4.0% 0.48% $211.2M 2025-05-15 $641.88
2024 Q4 REDUCED 352,294 -33,616 -8.7% 0.50% $206.3M 2025-02-14 $733.73
2024 Q3 ADDED 385,910 +22,753 +6.3% 0.52% $222.4M 2024-11-14 $574.39
2024 Q2 ADDED 363,157 +32,473 +9.8% 0.50% $182.4M 2024-08-12 $512.98
2024 Q1 REDUCED 330,684 -12,611 -3.7% 0.46% $160.7M 2024-05-15 $478.30
2023 Q4 ADDED 343,295 +18,424 +5.7% 0.37% $121.5M 2024-02-15 $480.26
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding META

As of 2026 Q1 — sorted by position size

TB Alternative Assets Ltd. 3Y 7Y 16.05% QVR LLC 3Y 11.71% Draper Asset Management, LLC 3Y 11.24% HAMILTON CAPITAL PARTNERS, LLC 9.8% Div Capital Phoenix Assets Ltd 9.76% FOUNDERS CAPITAL MANAGEMENT, LLC 3Y 7Y 8.7% BURR FINANCIAL SERVICES, LLC 7.75% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 7.32% BENNETT SELBY INVESTMENTS LP 3Y 7.13% Neumann Advisory Hong Kong Ltd 3Y 7Y 6.95%

FAQ About MERCER GLOBAL ADVISORS INC /ADV and META

These are the practical questions this page is built to answer before you even open the full history table.

How long has MERCER GLOBAL ADVISORS INC /ADV reported owning META?

MERCER GLOBAL ADVISORS INC /ADV reported META across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported META position in MERCER GLOBAL ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for META was 0.59% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when MERCER GLOBAL ADVISORS INC /ADV reported 461,718 shares, equal to 0.46% of portfolio, with an estimated market value of $298.8M.

What does the chart on this META ownership page compare?

The chart compares MERCER GLOBAL ADVISORS INC /ADV's quarterly META portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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