META — META PLATFORMS INC

Ownership history in Simplicity Wealth,LLC  ·  9 quarters on record

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

Peak position
0.95% (2025 Q3)
Avg. % of fund
0.69%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,008 -5,327 -23.9% 0.67% $11.2M $659.53
2025 Q3 REDUCED 22,335 -5,403 -19.5% 0.95% $16.4M $733.15
2025 Q2 ADDED 27,738 +11,332 +69.1% 0.85% $20.5M $736.36
2025 Q1 ADDED 16,406 +10,285 +168.0% 0.74% $9.5M $574.57
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    META price (monthly, adj. close)

Other funds also holding META

As of 2025 Q4 — sorted by position size

Newlands Management Operations LLC 3Y 33.34% GOBI CAPITAL LLC 3Y 7Y 22.47% Concentrum Wealth Management 3Y 7Y 21.77% RV Capital AG 3Y 7Y 20.95% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 20.69% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 20.4% TB Alternative Assets Ltd. 3Y 7Y 18.72% Theleme Partners LLP 3Y 7Y 18.52% Altimeter Capital Management, LP 3Y 7Y 18.28% SP Asset Management LLC 3Y 17.9%
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