W ADVISORS, LLC META META PLATFORMS INC

Ownership history in W ADVISORS, LLC  ·  11 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported META PLATFORMS INC (META) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.8% in 2025 Q3. The latest visible filing shows META at 0.65% 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 W ADVISORS, 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
2026 Q1

META was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% 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
2023 Q4 to 2026 Q1

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 W ADVISORS, LLC held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,208 +247 +12.6% 0.65% $1.3M 2026-04-29 $669.12
2025 Q4 REDUCED 1,961 -100 -4.9% 0.65% $1.3M 2026-02-13 $639.22
2025 Q3 ADDED 2,061 +396 +23.8% 0.80% $1.5M 2025-11-14 $608.44
2025 Q2 ADDED 1,665 +7 +0.4% 0.70% $1.2M 2025-08-07 $760.04
2025 Q1 ADDED 1,658 +100 +6.4% 0.60% $956K 2025-05-13 $653.99
2024 Q4 ADDED 1,558 +116 +8.0% 0.56% $912K 2025-01-22 $621.01
2024 Q3 ADDED 1,442 +128 +9.7% 0.51% $825K 2024-10-28 $575.39
2024 Q2 ADDED 1,314 +135 +11.5% 0.43% $663K 2024-08-06 $491.25
2024 Q1 ADDED 1,179 +44 +3.9% 0.39% $572K 2024-04-25 $438.41
2023 Q4 ADDED 1,135 +48 +4.4% 0.30% $402K 2024-02-06 $451.18
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning META?

W ADVISORS, LLC reported META across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported META position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for META was 0.80% in 2025 Q3.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 2,208 shares, equal to 0.65% of portfolio, with an estimated market value of $1.3M.

What does the chart on this META ownership page compare?

The chart compares W ADVISORS, 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.

How well did W ADVISORS, LLC time their META position?

Based on 13F filing dates vs. subsequent META price moves, W ADVISORS, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on META relative to SPY over the holding period was +8.7%.

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