Position in META
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,093,836
+$165,498 QoQ
Shares Held
21,470
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,309
of 5,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Derivatives in META
reported options exposure · as of Jun 30, 2026CallValue
$563,290
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $33,706,464 across 4 Internet Content & Information names. META ranks #2 (35.9% of the industry book) .
All Filings in META
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,093,836 | 21,470 | Shares | Sole | 2026-07-24 | |
| 2026-06-30 | $563,290 | 1,000 | Call | Sole | 2026-07-24 | |
| 2026-03-31 | $572,130 | 1,000 | Call | Sole | 2026-05-07 | |
| 2026-03-31 | $11,928,338 | 20,849 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,427,441 | 15,797 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,796,345 | 16,063 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,292,777 | 15,300 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,638,483 | 14,988 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $8,617,536 | 14,718 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,732,519 | 13,508 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,613,349 | 13,116 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,448,398 | 9,161 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,206,169 | 9,058 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,587,810 | 8,620 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,323,103 | 8,095 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,809,331 | 8,537 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,011,698 | 8,407 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,528,706 | 11,267 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,836,315 | 11,388 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,574,039 | 11,576 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,186,212 | 12,446 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,526,079 | 7,443 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,540,716 | 7,307 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,070,840 | 7,031 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,864,043 | 6,824 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,024,748 | 7,731 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $1,655,794 | 7,292 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,421,469 | 8,522 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||