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Facebook Inc cl a shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in Facebook Inc cl a

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Quarterly reported holdings in Facebook Inc cl a by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $719k 979 734.38
2025-06-30 $723k 979 738.09
2025-03-31 $574k 995 576.36
2024-12-31 $563k 962 585.51
2024-09-30 $532k 930 572.44
2024-06-30 $569k 1.1k 504.22

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Facebook Inc cl a

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Susquehanna International
Capital Research and Management Company - Division 3
Capital Research Global Investors
Northern Trust
Jane Street
Citadel Advisors
Goldman Sachs Group

View all funds holding Facebook Inc cl a