SEC 13F Intelligence

Northwest Financial Advisors / META

Northwest Financial Advisors’s Meta Platforms Inc Position

Does Northwest Financial Advisors own Meta Platforms Inc (META)? Not currently — the last reported position was 3.7K shares worth $2M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2025
Shares
3.7K
% of Portfolio
+1.75%
Quarters Held
6
position exited

Position History META

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20253.7K$2M+1.75%
Q4 20243.3K$2M+1.58%
Q3 20243.3K$2M+1.49%
Q2 20243.2K$2M+1.64%
Q1 20243.1K$2M+1.67%
Q4 20232.9K$1M+0.88%

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