META β€” META PLATFORMS INC

Ownership history in Watts Gwilliam & Co., LLC  Β·  6 quarters on record

AI Ownership Summary

Watts Gwilliam & Co., LLC reported META PLATFORMS INC (META) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 2.41% in 2024 Q4. The latest visible filing shows META at 2.24% 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 Watts Gwilliam & Co., 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 Q3

META was reported at 2.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.41% in 2024 Q4

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 Q3

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 Watts Gwilliam & Co., LLC held META β€” position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 18,945 +929 +5.2% 2.24% $13.9M 2025-11-14 (Est.) $608.44
2025 Q2 REDUCED 18,016 -1,150 -6.0% 2.31% $14.1M 2025-09-19 $776.56
2025 Q1 ADDED 19,166 +677 +3.7% 2.39% $11.0M 2025-05-13 $653.99
2024 Q4 ADDED 18,489 +8,464 +84.4% 2.41% $11.4M 2025-01-10 $613.40
2024 Q3 ADDED 10,025 +5,585 +125.8% 1.30% $5.9M 2024-10-09 $587.68
2024 Q1 INITIATED 4,440 β€” β€” 0.65% $2.1M 2024-05-15 $478.30

FAQ About Watts Gwilliam & Co., 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 Watts Gwilliam & Co., LLC reported owning META?

Watts Gwilliam & Co., LLC reported META across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported META position in Watts Gwilliam & Co., LLC's portfolio?

The largest reported portfolio weight for META was 2.41% in 2024 Q4.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q3, when Watts Gwilliam & Co., LLC reported 18,945 shares, equal to 2.24% of portfolio, with an estimated market value of $13.9M.

What does the chart on this META ownership page compare?

The chart compares Watts Gwilliam & Co., 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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