SEC 13F Intelligence

Naviter Wealth, LLC / META

Naviter Wealth, LLC’s Meta Platforms Inc Position

Does Naviter Wealth, LLC own Meta Platforms Inc (META)? Yes16.9K shares worth $10M (+1.21% of its 13F portfolio) as of Q1 2026, down from 17.3K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
16.9K
% of Portfolio
+1.21%
Quarters Held
16
currently held

Position History META

Reported value by quarter
Q2 ’22: $1MQ2 ’22Q3 ’22: $1MQ4 ’22: $2MQ4 ’22Q1 ’23: $1MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $12MQ2 ’25Q3 ’25: $12MQ4 ’25: $11MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.9K$10M+1.21%
Q4 202517.3K$11M+1.49%
Q3 202516.7K$12M+1.43%
Q2 202515.9K$12M+1.45%
Q1 202516.9K$10M+1.18%
Q4 202417.0K$10M+1.20%
Q3 20249.8K$6M+0.78%
Q2 20249.7K$5M+0.73%
Q1 20249.0K$4M+0.71%
Q4 20235.9K$2M+0.42%
Q3 20235.2K$2M+0.38%
Q2 20235.5K$2M+0.40%
Q1 20235.4K$1M+0.40%
Q4 202211.2K$2M+0.44%
Q3 20228.4K$1M+0.46%
Q2 20227.3K$1M+0.48%

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