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IVC Wealth Advisors LLC → META

IVC Wealth Advisors LLC META Position History

Meta Platforms, Inc. • Technology

Quarters held
4
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3M
Q1 2026$2.6M
Q2 2026$2.7M
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M4.2K——
Q2 2026$2.7M4.7K——
Q1 2026$2.6M4.6K——
Q4 2025$3M4.6K——

Other funds holding META

Other IVC Wealth Advisors LLC positions

VGES

VANGUARD INDEX FDS

$24.7M
VGES

VANGUARD INDEX FDS

$23.6M
VGES

VANGUARD INDEX FDS

$22.7M
VGES

VANGUARD INDEX FDS

$20.3M
PPT

PUTNAM ETF TRUST

$16.8M
PPT

PUTNAM ETF TRUST

$16.2M
AAPL

APPLE INC

$16.1M
AAPL

APPLE INC

$15.9M