META — META PLATFORMS INC

Ownership history in STRATEGIC PLANNING GROUP, LLC  ·  8 quarters on record

AI Ownership Summary

STRATEGIC PLANNING GROUP, LLC reported META PLATFORMS INC (META) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.73% in 2025 Q3. The latest visible filing shows META at 2.58% 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 STRATEGIC PLANNING GROUP, LLC'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 2.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.73% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 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 STRATEGIC PLANNING GROUP, LLC fund profile STRATEGIC PLANNING GROUP, LLC full holdings
How STRATEGIC PLANNING GROUP, LLC held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 30,396 +2,847 +10.3% 2.58% $20.1M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED 27,549 +10,445 +61.1% 2.73% $20.2M 2025-10-23 $732.77
2025 Q2 ADDED 17,104 +2,347 +15.9% 2.05% $12.6M 2025-07-14 $719.23
2025 Q1 REDUCED 14,757 -1,708 -10.4% 1.66% $8.5M 2025-04-10 $544.59
2024 Q4 ADDED 16,465 +303 +1.9% 1.77% $9.6M 2025-01-23 $633.91
2024 Q3 ADDED 16,162 +681 +4.4% 1.82% $9.3M 2024-10-16 $574.02
2024 Q2 ADDED 15,481 +3,043 +24.5% 1.71% $7.8M 2024-08-02 $485.33
2024 Q1 INITIATED 12,438 — — 1.46% $4.4M 2024-04-12 $508.45

🏢 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%

FAQ About STRATEGIC PLANNING GROUP, LLC and META

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

How long has STRATEGIC PLANNING GROUP, LLC reported owning META?

STRATEGIC PLANNING GROUP, LLC reported META across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported META position in STRATEGIC PLANNING GROUP, LLC's portfolio?

The largest reported portfolio weight for META was 2.73% in 2025 Q3.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when STRATEGIC PLANNING GROUP, LLC reported 30,396 shares, equal to 2.58% of portfolio, with an estimated market value of $20.1M.

What does the chart on this META ownership page compare?

The chart compares STRATEGIC PLANNING GROUP, LLC'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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