SEC 13F Intelligence

Independent Advisor Alliance / META

Independent Advisor Alliance’s Meta Platforms Inc Position

Does Independent Advisor Alliance own Meta Platforms Inc (META)? Yes104.1K shares worth $60M (+0.64% of its 13F portfolio) as of Q1 2026, up from 97.7K shares the prior filed quarter.

Position Value
$60M
Q1 2026
Shares
104.1K
% of Portfolio
+0.64%
Quarters Held
30
currently held

Position History META

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $13MQ3 ’19: $12MQ4 ’19: $14MQ4 ’19Q1 ’20: $12MQ2 ’20: $17MQ3 ’20: $17MQ4 ’20: $18MQ4 ’20Q1 ’21: $21MQ2 ’21: $26MQ3 ’21: $26MQ4 ’21: $26MQ4 ’21Q1 ’22: $22MQ2 ’22: $16MQ3 ’22: $14MQ4 ’22: $339,686Q4 ’22Q1 ’23: $13MQ2 ’23: $16MQ3 ’23: $17MQ4 ’23: $21MQ4 ’23Q1 ’24: $29MQ2 ’24: $34MQ3 ’24: $37MQ4 ’24: $49MQ4 ’24Q1 ’25: $49MQ2 ’25: $66MQ3 ’25: $67MQ4 ’25: $64MQ4 ’25Q1 ’26: $60Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026104.1K$60M+0.64%
Q4 202597.7K$64M+1.57%
Q3 202591.2K$67M+1.74%
Q2 202588.9K$66M+1.89%
Q1 202585.9K$49M+1.63%
Q4 202483.4K$49M+0.65%
Q3 202464.9K$37M+1.35%
Q2 202468.1K$34M+1.18%
Q1 202460.5K$29M+1.06%
Q4 202358.3K$21M+0.74%
Q3 202356.9K$17M+0.77%
Q2 202354.6K$16M+0.69%
Q1 202360.9K$13M+0.62%
Q4 202268.5K$339,686+0.12%
Q3 2022101.8K$14M+0.81%
Q2 202298.7K$16M+0.89%
Q1 202299.9K$22M+1.07%
Q4 202178.4K$26M+1.30%
Q3 202177.5K$26M+1.46%
Q2 202174.5K$26M+1.42%
Q1 202172.5K$21M+1.27%
Q4 202067.1K$18M+1.24%
Q3 202063.2K$17M+1.26%
Q2 202076.6K$17M+1.86%
Q1 202073.0K$12M+1.77%
Q4 201966.0K$14M+0.59%
Q3 201966.1K$12M+1.44%
Q2 201966.1K$13M+1.85%
Q1 201953.2K$9M+1.25%
Q4 201858.9K$8M+1.37%

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