Facebook Inc cl a shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Facebook Inc cl a
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Quarterly reported holdings in Facebook Inc cl a by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $638k | 868 | 734.53 |
| 2025-06-30 | $651k | 882 | 738.23 |
| 2025-03-31 | $534k | 927 | 576.47 |
| 2024-12-31 | $471k | 805 | 585.63 |
| 2024-09-30 | $456k | 797 | 572.44 |
| 2024-06-30 | $337k | 668 | 504.22 |
| 2024-03-31 | $324k | 668 | 485.58 |
| 2023-12-31 | $236k | 668 | 353.96 |
| 2023-09-30 | $222k | 739 | 300.21 |
| 2023-06-30 | $327k | 1.1k | 286.98 |
| 2023-03-31 | $242k | 1.1k | 211.94 |