Facebook Inc cl a shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Facebook Inc cl a
Tip: Access up to 7 years of quarterly data
All positions including Facebook Inc cl a held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Facebook Inc cl a by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $570k | 863 | 660.09 |
| 2025-09-30 | $490k | 667 | 734.38 |
| 2025-06-30 | $488k | 661 | 738.09 |
| 2025-03-31 | $375k | 650 | 576.36 |
| 2024-12-31 | $381k | 650 | 585.51 |
| 2024-09-30 | $372k | 650 | 572.44 |
| 2024-06-30 | $328k | 650 | 504.22 |
| 2024-03-31 | $316k | 650 | 485.58 |
| 2022-06-30 | $486k | 3.0k | 161.25 |
| 2022-03-31 | $678k | 3.1k | 222.30 |
| 2021-12-31 | $1.0M | 3.1k | 336.48 |
| 2021-09-30 | $786k | 2.3k | 339.38 |
| 2021-03-31 | $272k | 925 | 294.05 |
| 2019-06-30 | $218k | 1.1k | 192.58 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning