BSW Wealth Partners

Position in META — Meta Platforms, Inc.

CIK 1512601 BOULDER, CO

Position in META

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,889,677

-$178,656 QoQ

Shares Held

5,130

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#2,393

of 5,018 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

BSW Wealth Partners holds $9,882,965 across 3 Internet Content & Information names. META ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	18,466	$6,599,194
2	META	Meta Platforms, Inc. This page	5,130	$2,889,677
3	NBIS	Nebius Group N.V.	1,427	$394,094

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,889,677	5,130	-4.3%	Shares	Sole	2026-07-15
2026-03-31	$3,068,333	5,363	+5.2%	Shares	Sole	2026-04-14
2025-12-31	$3,365,798	5,099	-4.5%	Shares	Sole	2026-01-23
2025-09-30	$3,923,057	5,342	+10.6%	Shares	Sole	2025-10-15
2025-06-30	$3,565,712	4,831	+1.3%	Shares	Sole	2025-07-18
2025-03-31	$2,748,084	4,768	-0.3%	Shares	Sole	2025-04-24
2024-12-31	$2,800,494	4,783	+4.0%	Shares	Sole	2025-01-22
2024-09-30	$2,633,796	4,601	+4.3%	Shares	Sole	2024-10-29
2024-06-30	$2,224,114	4,411	+3.9%	Shares	Sole	2024-07-16
2024-03-31	$2,061,287	4,245	-3.5%	Shares	Sole	2024-04-23
2023-12-31	$1,556,362	4,397	+3.0%	Shares	Sole	2024-01-25
2023-09-30	$1,280,996	4,267	+8.3%	Shares	Sole	2023-10-27
2023-06-30	$1,130,414	3,939	-2.2%	Shares	Sole	2023-08-11
2023-03-31	$853,906	4,029	+39.3%	Shares	Sole	2023-05-15
2022-12-31	$348,143	2,893	-36.0%	Shares	Sole	2023-02-14
2022-09-30	$613,544	4,522	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$721,271	4,473	+3.4%	Shares	Sole	2022-08-15
2022-03-31	$962,374	4,328	+6.9%	Shares	Sole	2022-05-16
2021-12-31	$1,361,881	4,049	+3.0%	Shares	Sole	2022-02-14
2021-09-30	$1,334,481	3,932	+5.4%	Shares	Sole	2021-11-15
2021-06-30	$1,297,306	3,731	+5.6%	Shares	Sole	2021-08-16
2021-03-31	$1,040,869	3,534	+6.5%	Shares	Sole	2021-05-17
2020-12-31	$906,344	3,318	+0.4%	Shares	Sole	2021-02-16
2020-09-30	$865,579	3,305	+4.2%	Shares	Sole	2020-11-13
2020-06-30	$720,493	3,173	+67.3%	Shares	Sole	2020-08-13
2020-03-31	$316,419	1,897	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.