SEC 13F Intelligence

Surience Private Wealth LLC / META

Surience Private Wealth LLC’s Meta Platforms Inc Position

Does Surience Private Wealth LLC own Meta Platforms Inc (META)? Not currently — the last reported position was 4.2K shares worth $2M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2025
Shares
4.2K
% of Portfolio
+4.16%
Quarters Held
5
position exited

Position History META

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $2MQ3 ’23Q4 ’23: $4MQ4 ’23Q2 ’24: $4MQ2 ’24Q1 ’25: $2MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20254.2K$2M+4.16%
Q2 20247.7K$4M+4.97%
Q4 202311.3K$4M+4.08%
Q3 20236.0K$2M+3.51%
Q2 20239.2K$3M+3.79%

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