Sound View Wealth Advisors Group, LLC
Position in META — Meta Platforms, Inc.
CIK 1784777
SAVANNAH, GA
Position in META
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,219,708
-$1,075,643 QoQ
Shares Held
12,619
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026Sound View Wealth Advisors Group, LLC holds $22,976,168 across 3 Internet Content & Information names. META ranks #2 (31.4% of the industry book) .
All Filings in META
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,219,708 | 12,619 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,295,351 | 12,567 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,360,407 | 12,746 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,373,004 | 12,699 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,226,993 | 10,804 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,038,950 | 10,314 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,858,923 | 10,235 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,023,675 | 7,980 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,712,744 | 7,646 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,045,471 | 8,604 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,416,090 | 8,048 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,407,636 | 4,905 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,037,658 | 4,896 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,035,405 | 8,604 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $642,173 | 4,733 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $815,925 | 5,060 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,159,162 | 5,213 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,848,243 | 5,495 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,850,354 | 5,452 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,830,693 | 5,265 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,544,220 | 5,243 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,432,724 | 5,245 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,369,737 | 5,230 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,255,697 | 5,530 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $938,583 | 5,627 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||