SEC 13F Intelligence

Unique Wealth Strategies, LLC / META

Unique Wealth Strategies, LLC’s Meta Platforms Inc Position

Does Unique Wealth Strategies, LLC own Meta Platforms Inc (META)? Yes10.5K shares worth $5M (+2.38% of its 13F portfolio) as of Q2 2024.

Position Value
$5M
Q2 2024
Shares
10.5K
% of Portfolio
+2.38%
Quarters Held
3
currently held

Position History META

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ1 ’24Q2 ’24: $5MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202410.5K$5M+2.38%
Q1 202410.5K$5M+2.49%
Q4 202310.2K$4M+2.42%

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