SEC 13F Intelligence

Forefront Wealth Management Inc. / META

Forefront Wealth Management Inc.’s Meta Platforms Inc Position

Does Forefront Wealth Management Inc. own Meta Platforms Inc (META)? Yes4.5K shares worth $3M (+2.15% of its 13F portfolio) as of Q4 2025, up from 4.4K shares the prior filed quarter.

Position Value
$3M
Q4 2025
Shares
4.5K
% of Portfolio
+2.15%
Quarters Held
13
currently held

Position History META

Reported value by quarter
Q4 ’21: $799,000Q4 ’21Q1 ’22: $566,000Q2 ’22: $466,000Q2 ’22Q3 ’22: $275,000Q4 ’22: $242,004Q4 ’22Q1 ’23: $426,211Q2 ’23: $662,924Q2 ’23Q3 ’23: $693,485Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20254.5K$3M+2.15%
Q3 20254.4K$3M+2.36%
Q2 20254.4K$3M+2.59%
Q1 20254.4K$3M+2.34%
Q4 20244.4K$3M+2.38%
Q3 20232.3K$693,485+0.97%
Q2 20232.3K$662,924+0.88%
Q1 20232.0K$426,211+0.56%
Q4 20222.0K$242,004+0.33%
Q3 20222.0K$275,000+0.38%
Q2 20222.9K$466,000+0.63%
Q1 20222.5K$566,000+0.56%
Q4 20212.4K$799,000+0.76%

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