Facebook Inc cl a shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Facebook Inc cl a
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Download as csvQuarterly reported holdings in Facebook Inc cl a by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $815k | 1.1k | 717.34 |
| 2024-12-31 | $201k | 288 | 697.46 |
| 2023-12-31 | $624k | 1.8k | 353.96 |
| 2020-12-31 | $210k | 803 | 261.52 |
| 2020-09-30 | $437k | 1.7k | 261.21 |
| 2020-06-30 | $418k | 1.7k | 243.59 |
| 2020-03-31 | $289k | 1.7k | 165.62 |
| 2019-12-31 | $372k | 1.7k | 214.90 |
| 2019-09-30 | $324k | 1.8k | 184.30 |
| 2019-06-30 | $433k | 2.2k | 192.79 |
| 2019-03-31 | $375k | 2.2k | 173.37 |
| 2018-12-31 | $271k | 2.1k | 131.04 |
| 2018-09-30 | $317k | 2.1k | 153.29 |
| 2018-06-30 | $390k | 2.4k | 159.84 |
| 2018-03-31 | $390k | 2.4k | 159.84 |
| 2017-12-31 | $390k | 2.2k | 176.39 |
| 2017-09-30 | $375k | 2.2k | 170.77 |
| 2017-06-30 | $354k | 2.3k | 150.90 |
| 2017-03-31 | $327k | 2.3k | 141.99 |
| 2016-12-31 | $231k | 2.0k | 115.27 |
| 2016-09-30 | $292k | 2.3k | 128.13 |
| 2016-06-30 | $229k | 2.0k | 114.33 |
| 2015-09-30 | $4.0k | 55 | 72.73 |
| 2015-06-30 | $4.0k | 55 | 72.73 |
| 2015-03-31 | $4.0k | 55 | 72.73 |
| 2014-12-31 | $4.0k | 55 | 72.73 |
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