META FACEBOOK INC

Ownership history in Sara-Bay Financial  ·  23 quarters on record

AI Ownership Summary

Sara-Bay Financial reported FACEBOOK INC (META) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.52% in 2025 Q1. The latest visible filing shows META at 5.70% 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 Sara-Bay Financial's position in FACEBOOK 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 5.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.52% in 2025 Q1

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.

How Sara-Bay Financial held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 28,612 -40 -0.1% 5.70% $19.1M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED 28,652 +201 +0.7% 5.88% $21.0M 2025-10-10 $704.12
2025 Q2 REDUCED 28,451 -1,126 -3.8% 7.51% $21.0M 2025-07-15 $708.73
2025 Q1 ADDED 29,577 +1,327 +4.7% 7.52% $17.1M 2025-04-11 $541.88
2024 Q4 ADDED 28,250 +287 +1.0% 6.19% $16.7M 2025-01-15 $614.65
2024 Q3 REDUCED 27,963 -1,700 -5.7% 5.80% $16.0M 2024-10-07 $581.97
2024 Q2 ADDED 29,663 +3,942 +15.3% 6.07% $15.0M 2024-07-19 $474.05
2024 Q1 ADDED 25,721 +271 +1.1% 5.67% $12.6M 2024-04-16 $496.39
2023 Q4 ADDED 25,450 +1,949 +8.3% 4.39% $9.0M 2024-01-12 $371.57
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sara-Bay Financial and META

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

How long has Sara-Bay Financial reported owning META?

Sara-Bay Financial reported META across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported META position in Sara-Bay Financial's portfolio?

The largest reported portfolio weight for META was 7.52% in 2025 Q1.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when Sara-Bay Financial reported 28,612 shares, equal to 5.70% of portfolio, with an estimated market value of $19.1M.

What does the chart on this META ownership page compare?

The chart compares Sara-Bay Financial'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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