SEC 13F Intelligence

Heritage Wealth Partners, LLC / META

Heritage Wealth Partners, LLC’s Meta Platforms Inc Position

Does Heritage Wealth Partners, LLC own Meta Platforms Inc (META)? Yes — 2.3K shares worth $1M (+2.03% of its 13F portfolio) as of Q1 2025, down from 3.2K shares the prior filed quarter.

Position Value
$1M
Q1 2025
Shares
2.3K
% of Portfolio
+2.03%
Quarters Held
8
currently held

Position History META

Reported value by quarter
Q4 ’22: $218,000Q4 ’22Q2 ’23: $438,218Q2 ’23Q3 ’23: $760,732Q3 ’23Q4 ’23: $876,759Q4 ’23Q1 ’24: $876,759Q1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q1 ’25: $1MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20252.3K$1M+2.03%
Q3 20243.2K$2M+2.14%
Q2 20243.6K$2M+2.61%
Q1 20242.5K$876,759+1.79%
Q4 20232.5K$876,759+1.79%
Q3 20232.5K$760,732+1.62%
Q2 20231.5K$438,218+0.26%
Q4 20221.9K$218,000+0.20%

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