BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in META — Meta Platforms, Inc.
CIK 1352860
BLUE BELL, PA
Position in META
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$704,112
-$23,637 QoQ
Shares Held
1,250
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,761
of 5,003 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $5,428,640 across 4 Internet Content & Information names. META ranks #3 (13.0% of the industry book) .
All Filings in META
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,112 | 1,250 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $727,749 | 1,272 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $808,610 | 1,225 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $900,349 | 1,226 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $831,089 | 1,126 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $673,764 | 1,169 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $625,910 | 1,069 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $612,510 | 1,070 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $524,893 | 1,041 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $505,488 | 1,041 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $238,967 | 796 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $247,376 | 862 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $129,707 | 612 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $97,716 | 812 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $137,308 | 1,012 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $163,185 | 1,012 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $162,100 | 729 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $253,607 | 754 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||