SEC 13F Intelligence

Alta Wealth Advisors LLC / META

Alta Wealth Advisors LLC’s Meta Platforms Inc Position

Does Alta Wealth Advisors LLC own Meta Platforms Inc (META)? Yes7.0K shares worth $4M (+1.29% of its 13F portfolio) as of Q1 2026, down from 7.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
7.0K
% of Portfolio
+1.29%
Quarters Held
21
currently held

Position History META

Reported value by quarter
Q4 ’20: $748,000Q4 ’20Q1 ’21: $821,000Q2 ’21: $723,000Q3 ’21: $750,000Q3 ’21Q4 ’21: $680,000Q1 ’22: $566,000Q2 ’22: $421,000Q2 ’22Q3 ’22: $349,000Q1 ’23: $1MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.0K$4M+1.29%
Q4 20257.1K$5M+1.56%
Q3 20256.6K$5M+1.74%
Q2 20256.8K$5M+2.35%
Q1 20256.9K$4M+1.82%
Q4 20246.8K$4M+1.75%
Q3 20246.8K$4M+1.78%
Q2 20246.7K$3M+1.68%
Q1 20246.6K$3M+1.64%
Q4 20236.7K$2M+1.31%
Q3 20236.6K$2M+1.21%
Q2 20236.8K$2M+1.14%
Q1 20235.3K$1M+0.72%
Q3 20222.6K$349,000+0.25%
Q2 20222.6K$421,000+0.29%
Q1 20222.5K$566,000+0.34%
Q4 20212.0K$680,000+0.42%
Q3 20212.2K$750,000+0.54%
Q2 20212.1K$723,000+0.53%
Q1 20212.8K$821,000+0.69%
Q4 20202.7K$748,000+0.63%

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