SEC 13F Intelligence

Ascent Wealth Partners, LLC / META

Ascent Wealth Partners, LLC’s Meta Platforms Inc Position

Does Ascent Wealth Partners, LLC own Meta Platforms Inc (META)? Yes — 15.7K shares worth $9M (+1.04% of its 13F portfolio) as of Q1 2026, up from 15.2K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
15.7K
% of Portfolio
+1.04%
Quarters Held
10
currently held

Position History META

Reported value by quarter
Q2 ’22: $264,000Q2 ’22Q1 ’24: $4MQ2 ’24: $8MQ2 ’24Q3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $11MQ2 ’25Q3 ’25: $11MQ4 ’25: $10MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.7K$9M+1.04%
Q4 202515.2K$10M+1.15%
Q3 202515.3K$11M+1.30%
Q2 202515.5K$11M+1.41%
Q1 202516.2K$9M+1.25%
Q4 202415.6K$9M+1.23%
Q3 202415.6K$9M+1.24%
Q2 202415.6K$8M+1.15%
Q1 20248.5K$4M+0.62%
Q2 20221.6K$264,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ascent Wealth Partners, LLC’s full portfolio or all institutional holders of META.