SEC 13F Intelligence

Copperwynd Financial, LLC / META

Copperwynd Financial, LLC’s Meta Platforms Inc Position

Does Copperwynd Financial, LLC own Meta Platforms Inc (META)? Yes8.4K shares worth $6M (+1.55% of its 13F portfolio) as of Q2 2025, up from 8.3K shares the prior filed quarter.

Position Value
$6M
Q2 2025
Shares
8.4K
% of Portfolio
+1.55%
Quarters Held
27
currently held

Position History META

Reported value by quarter
Q4 ’18: $356,000Q4 ’18Q1 ’19: $470,000Q2 ’19: $547,000Q3 ’19: $611,000Q4 ’19: $747,000Q4 ’19Q1 ’20: $467,000Q2 ’20: $769,000Q3 ’20: $957,000Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $2MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $710,000Q4 ’22: $365,493Q4 ’22Q1 ’23: $752,088Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $3MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20258.4K$6M+1.55%
Q1 20258.3K$5M+1.31%
Q4 20248.1K$5M+1.31%
Q3 20247.8K$4M+1.34%
Q2 20247.2K$3M+1.12%
Q1 20248.2K$4M+1.44%
Q4 20237.8K$3M+1.09%
Q3 20237.8K$2M+1.09%
Q2 20237.9K$2M+1.06%
Q1 20233.5K$752,088+0.38%
Q4 20223.0K$365,493+0.21%
Q3 20225.2K$710,000+0.41%
Q2 20226.4K$1M+0.61%
Q1 20225.6K$1M+0.52%
Q4 20214.8K$2M+0.61%
Q3 20214.2K$1M+0.59%
Q2 20214.0K$1M+0.59%
Q1 20213.8K$1M+0.51%
Q4 20203.8K$1M+0.50%
Q3 20203.7K$957,000+0.51%
Q2 20203.4K$769,000+0.44%
Q1 20202.8K$467,000+0.22%
Q4 20193.6K$747,000+0.40%
Q3 20193.2K$611,000+0.35%
Q2 20192.8K$547,000+0.31%
Q1 20192.8K$470,000+0.28%
Q4 20182.7K$356,000+0.22%

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