META β€” META PLATFORMS INC

Ownership history in Midwestern Financial, LLC /IA  Β·  3 quarters on record

AI Ownership Summary

Midwestern Financial, LLC /IA reported META PLATFORMS INC (META) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 2.26% in 2025 Q2. The latest visible filing shows META at 1.79% 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.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Midwestern Financial, LLC /IA's position in META PLATFORMS INC, 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 1.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.26% 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
2025 Q2 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.

How Midwestern Financial, LLC /IA held META β€” position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,277 +24 +0.7% 1.79% $2.2M 2026-02-14 (Est.) $639.22
2025 Q3 REDUCED 3,253 -19 -0.6% 2.05% $2.4M 2025-11-14 $608.44
2025 Q2 INITIATED 3,272 β€” β€” 2.26% $2.4M 2025-08-28 $749.35

FAQ About Midwestern Financial, LLC /IA and META

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

How long has Midwestern Financial, LLC /IA reported owning META?

Midwestern Financial, LLC /IA reported META across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported META position in Midwestern Financial, LLC /IA's portfolio?

The largest reported portfolio weight for META was 2.26% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when Midwestern Financial, LLC /IA reported 3,277 shares, equal to 1.79% of portfolio, with an estimated market value of $2.2M.

What does the chart on this META ownership page compare?

The chart compares Midwestern Financial, LLC /IA'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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