SEC 13F Intelligence

Iams Wealth Management, LLC / META

Iams Wealth Management, LLC’s Meta Platforms Inc Position

Does Iams Wealth Management, LLC own Meta Platforms Inc (META)? Yes — 6.1K shares worth $3M (+1.03% of its 13F portfolio) as of Q2 2026, up from 5.5K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
6.1K
% of Portfolio
+1.03%
Quarters Held
12
currently held

Position History META

Reported value by quarter
Q3 ’23: $207,483Q3 ’23Q4 ’23: $309,361Q1 ’24: $998,049Q1 ’24Q2 ’24: $781,541Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ1 ’25: $1MQ1 ’25Q2 ’25: $2MQ3 ’25: $3MQ3 ’25Q4 ’25: $4MQ1 ’26: $3MQ1 ’26Q2 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20266.1K$3M+1.03%
Q1 20265.5K$3M+1.10%
Q4 20255.6K$4M+1.33%
Q3 20254.0K$3M+1.17%
Q2 20252.5K$2M+0.84%
Q1 20252.4K$1M+0.63%
Q4 20241.7K$1M+0.46%
Q3 20241.9K$1M+0.53%
Q2 20241.6K$781,541+0.43%
Q1 20242.1K$998,049+0.61%
Q4 2023874$309,361+0.20%
Q3 2023717$207,483+0.14%

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