SEC 13F Intelligence

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management / META

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s Meta Platforms Inc Position

Does Empirical Financial Services, LLC D.b.a. Empirical Wealth Management own Meta Platforms Inc (META)? Yes105.9K shares worth $61M (+1.05% of its 13F portfolio) as of Q1 2026, down from 106.9K shares the prior filed quarter.

Position Value
$61M
Q1 2026
Shares
105.9K
% of Portfolio
+1.05%
Quarters Held
30
currently held

Position History META

Reported value by quarter
Q4 ’18: $900,000Q4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $7MQ4 ’20: $10MQ4 ’20Q1 ’21: $7MQ2 ’21: $14MQ3 ’21: $13MQ4 ’21: $14MQ4 ’21Q1 ’22: $10MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $12MQ4 ’23Q1 ’24: $15MQ2 ’24: $42MQ3 ’24: $44MQ4 ’24: $49MQ4 ’24Q1 ’25: $48MQ2 ’25: $66MQ3 ’25: $77MQ4 ’25: $71MQ4 ’25Q1 ’26: $61Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026105.9K$61M+1.05%
Q4 2025106.9K$71M+1.26%
Q3 2025104.6K$77M+1.54%
Q2 202589.8K$66M+1.50%
Q1 202584.1K$48M+1.25%
Q4 202483.5K$49M+1.33%
Q3 202477.3K$44M+1.24%
Q2 202482.3K$42M+1.23%
Q1 202431.4K$15M+0.46%
Q4 202334.3K$12M+0.40%
Q3 202330.8K$9M+0.36%
Q2 202330.8K$9M+0.36%
Q1 202342.0K$9M+0.39%
Q4 202244.7K$5M+0.25%
Q3 202238.3K$5M+0.27%
Q2 202232.1K$5M+0.27%
Q1 202245.1K$10M+0.50%
Q4 202140.4K$14M+0.68%
Q3 202139.3K$13M+0.76%
Q2 202139.9K$14M+0.84%
Q1 202123.8K$7M+0.56%
Q4 202037.5K$10M+0.78%
Q3 202025.7K$7M+0.58%
Q2 202012.9K$3M+0.27%
Q1 202011.4K$2M+0.21%
Q4 20199.5K$2M+0.21%
Q3 201910.9K$2M+0.23%
Q2 20198.7K$2M+0.22%
Q1 20199.4K$2M+0.23%
Q4 20186.9K$900,000+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s full portfolio or all institutional holders of META.