META META PLATFORMS INC

Ownership history in WEALTH EFFECTS LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in META PLATFORMS INC (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
3.12% (2025 Q2)
Avg. % of fund
1.87%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,005 +102 +0.9% 2.27% $7.3M $659.53
2025 Q3 REDUCED 10,903 -380 -3.4% 2.57% $8.0M $733.15
2025 Q2 REDUCED 11,283 -868 -7.1% 3.12% $8.3M $736.36
2025 Q1 ADDED 12,151 +468 +4.0% 2.94% $7.0M $574.57
2024 Q4 ADDED 11,683 +38 +0.3% 2.43% $6.8M $583.17
2024 Q3 ADDED 11,645 +90 +0.8% 2.34% $6.7M $569.69
2024 Q2 ADDED 11,555 +55 +0.5% 2.11% $5.8M $501.32
2024 Q1 REDUCED 11,500 -1,230 -9.7% 2.06% $5.6M $482.31
2023 Q4 REDUCED 12,730 -996 -7.3% 1.69% $4.5M $351.20
2023 Q3 ADDED 13,726 +11,656 +563.1% 2.03% $4.1M $297.87
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    META price (monthly, adj. close)
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