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Facebook Inc cl a shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth Advisors investment in Facebook Inc cl a

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Quarterly reported holdings in Facebook Inc cl a by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $298k 452 660.15
2025-09-30 $321k 437 734.42
2025-06-30 $320k 434 738.10
2024-12-31 $412k 703 585.51

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
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Ishares Tr MRGSTR MD CP GRW (IMCG)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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View all positions for Kellett Schaffner 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
Susquehanna International
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Jane Street
Northern Trust
Citadel Advisors
Invesco
Capital Research Global Investors

View all funds holding Facebook Inc cl a