META FACEBOOK INC COM USD0.000006 CL A

Ownership history in Summit Trail Advisors, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Summit Trail Advisors, LLC reported a position in FACEBOOK INC COM USD0.000006 CL A (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
15.7% (2018 Q2)
Avg. % of fund
1.61%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 84,089 +25,005 +42.3% 0.96% $55.5M $659.53
2025 Q3 ADDED 59,084 +7,511 +14.6% 0.60% $43.4M $733.15
2025 Q2 ADDED 51,573 +11,858 +29.9% 0.65% $38.1M $736.36
2025 Q1 ADDED 39,715 +10,005 +33.7% 0.76% $22.9M $574.57
2024 Q4 ADDED 29,710 +7,711 +35.1% 0.64% $17.4M $583.17
2024 Q3 ADDED 21,999 +2,316 +11.8% 0.31% $12.6M $569.69
2024 Q2 ADDED 19,683 +1,034 +5.5% 0.26% $9.9M $501.32
2024 Q1 ADDED 18,649 +3,324 +21.7% 0.24% $9.1M $482.31
2023 Q4 REDUCED 15,325 -2,009 -11.6% 0.18% $5.4M $351.20
2023 Q3 REDUCED 17,334 -2,530 -12.7% 0.19% $5.2M $297.87
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% of Fund (quarterly)    META price (monthly, adj. close)
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