META β€” META PLATFORMS INCORPORATED CLASS A

Ownership history in Osprey Private Wealth LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Osprey Private Wealth LLC reported a position in META PLATFORMS INCORPORATED CLASS A (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
6.36% (2025 Q2)
πŸ“Š Avg. % of fund
5.3%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
6

Position Intelligence

Osprey Private Wealth LLC Γ— META AI Analytics

πŸ“‰ Osprey Private Wealth LLC underperformed the S&P 500 by –1.0% annually on this META position. Timing score: 60% (3/5 decisions correct). Average cost basis: $603.53. Maximum drawdown during holding period: –10.4%.

πŸ“ˆ Position Alpha vs SPY
-1.0%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
5 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
3 of 5 add/trim decisions correct

πŸ’° Entry Quality
$603.53
+9.3% vs current ($659.53)

Best entry: $569.69 (2024 Q3)  Β·  Worst: $736.36 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–10.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

4 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.81% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    META price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,048 -25 -0.1% 3.81% $13.2M $659.53
2025 Q3 ADDED 20,073 +3,815 +23.5% 5.36% $14.7M $733.15
2025 Q2 ADDED 16,258 +265 +1.7% 6.36% $11.7M $736.36
2025 Q1 ADDED 15,993 +2,695 +20.3% 5.47% $9.2M $574.57
2024 Q4 REDUCED 13,298 -50 -0.4% 5.44% $7.8M $583.17
2024 Q3 INITIATED 13,348 β€” β€” 5.35% $7.6M $569.69
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