META META PLATFORMS

Ownership history in Wiser Advisor Group LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in META PLATFORMS (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
4.48% (2025 Q2)
Avg. % of fund
2.84%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,674 +38 +1.0% 2.77% $2.4M $659.53
2025 Q3 ADDED 3,636 +142 +4.1% 3.32% $2.7M $733.15
2025 Q2 ADDED 3,494 +33 +1.0% 4.48% $2.6M $736.36
2025 Q1 ADDED 3,461 +204 +6.3% 2.95% $2.0M $574.57
2024 Q4 ADDED 3,257 +123 +3.9% 2.77% $1.9M $583.17
2024 Q3 ADDED 3,134 +24 +0.8% 2.68% $1.8M $569.69
2024 Q2 ADDED 3,110 +44 +1.4% 2.47% $1.6M $501.32
2024 Q1 ADDED 3,066 +85 +2.9% 2.33% $1.5M $482.31
2023 Q4 INITIATED 2,981 1.75% $1.1M
% of Fund (quarterly)    META price (monthly, adj. close)
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