SEC 13F Intelligence

Arbor Wealth Management, LLC / META

Arbor Wealth Management, LLC’s Meta Platforms Inc Position

Does Arbor Wealth Management, LLC own Meta Platforms Inc (META)? Yes — 40.7K shares worth $14M (+3.00% of its 13F portfolio) as of Q4 2021, up from 39.8K shares the prior filed quarter.

Position Value
$14M
Q4 2021
Shares
40.7K
% of Portfolio
+3.00%
Quarters Held
12
currently held

Position History META

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ3 ’19Q4 ’19: $4MQ1 ’20: $5MQ1 ’20Q2 ’20: $7MQ3 ’20: $8MQ3 ’20Q4 ’20: $7MQ1 ’21: $11MQ1 ’21Q2 ’21: $13MQ3 ’21: $14MQ3 ’21Q4 ’21: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202140.7K$14M+3.00%
Q3 202139.8K$14M+3.18%
Q2 202137.4K$13M+3.21%
Q1 202135.9K$11M+3.12%
Q4 202027.4K$7M+2.81%
Q3 202030.1K$8M+3.13%
Q2 202030.6K$7M+3.25%
Q1 202031.0K$5M+3.28%
Q4 201921.7K$4M+1.86%
Q3 201922.0K$4M+2.01%
Q2 201921.7K$4M+2.26%
Q1 201921.8K$4M+2.19%

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