SEC 13F Intelligence

Aviso Wealth Management / META

Aviso Wealth Management’s Meta Platforms Inc Position

Does Aviso Wealth Management own Meta Platforms Inc (META)? Yes — 14.0K shares worth $8M (+3.60% of its 13F portfolio) as of Q1 2026, up from 13.7K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
14.0K
% of Portfolio
+3.60%
Quarters Held
10
currently held

Position History META

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ2 ’24Q3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $10MQ2 ’25Q3 ’25: $10MQ4 ’25: $9MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.0K$8M+3.60%
Q4 202513.7K$9M+3.81%
Q3 202513.6K$10M+4.36%
Q2 202514.1K$10M+4.85%
Q1 202513.7K$8M+4.21%
Q4 202414.2K$8M+4.23%
Q3 202413.8K$8M+4.29%
Q2 202414.0K$7M+4.19%
Q1 202414.1K$7M+4.32%
Q4 202313.8K$5M+3.53%

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