Wellspring Financial Advisors »

Facebook Inc cl a shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Facebook Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Facebook Inc cl a held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Facebook Inc cl a by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 2.1k 485.47
2023-09-30 $325k 1.1k 300.07
2022-03-31 $239k 1.0k 229.15
2021-12-31 $334k 992 336.69
2021-09-30 $337k 992 339.72
2021-06-30 $336k 965 348.19
2021-03-31 $224k 1.3k 166.92
2020-12-31 $367k 1.3k 272.86
2020-09-30 $333k 1.3k 262.20
2020-06-30 $287k 1.3k 226.70
2020-03-31 $224k 1.3k 166.92

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Vanguard Value Etf Value Etf (VTV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Facebook Inc cl a

Vanguard Group
Jpmorgan Chase & Co
T. Rowe Price Associates
Citadel Advisors
Norges Bank Investment Management
Bank of America Corporation
Goldman Sachs Group
Wellington Management Company
Legal & General Group
Bank of New York Mellon
Millennium Management
Sanders Capital
Jennison Associates
Charles Schwab Investment Management
Nomura Holdings

View all funds holding Facebook Inc cl a