META META PLATFORMS INC CL A

Ownership history in United Advisor Group, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which United Advisor Group, LLC reported a position in META PLATFORMS INC 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
1.17% (2024 Q3)
Avg. % of fund
0.87%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,151 +921 +8.2% 1.00% $8.0M $659.53
2025 Q3 ADDED 11,230 +5,780 +106.1% 1.11% $8.2M $733.15
2025 Q2 REDUCED 5,450 -67 -1.2% 0.70% $4.0M $736.36
2025 Q1 REDUCED 5,517 -3,719 -40.3% 0.65% $3.2M $574.57
2024 Q4 ADDED 9,236 +165 +1.8% 1.07% $5.4M $583.17
2024 Q3 ADDED 9,071 +5,095 +128.1% 1.17% $5.2M $569.69
2024 Q2 ADDED 3,976 +412 +11.6% 0.62% $2.0M $501.32
2024 Q1 INITIATED 3,564 0.65% $1.7M
% of Fund (quarterly)    META price (monthly, adj. close)
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