Institute for Wealth Management, LLC.
Position in META — Meta Platforms, Inc.
CIK 1533954
DENVER, CO
Position in META
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,238,844
+$2,895,795 QoQ
Shares Held
25,278
+27.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#1,213
of 5,018 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Derivatives in META
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$56,329
PutShares
100
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, 2026Institute for Wealth Management, LLC. holds $34,602,470 across 9 Internet Content & Information names. META ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
55,480 | $19,826,887 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
25,278 | $14,238,844 | |
| 3 | RDDT |
Reddit, Inc.
|
1,098 | $190,590 | |
| 4 | SPOT |
Spotify Technology S.A.
|
344 | $157,940 | |
| 5 | PINS |
Pinterest, Inc.
|
4,106 | $86,349 | |
| 6 | BIDU |
Baidu, Inc.
|
386 | $44,115 | |
| 7 | MTCH |
Match Group, Inc.
|
929 | $35,348 | |
| 8 | NBIS |
Nebius Group N.V.
|
74 | $20,436 |
All Filings in META
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,238,844 | 25,278 | Shares | Sole | 2026-07-28 | |
| 2026-06-30 | $56,329 | 100 | Put | Sole | 2026-07-28 | |
| 2026-03-31 | $11,343,049 | 19,826 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,105,426 | 19,854 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,790,413 | 20,140 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,161,106 | 20,541 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $11,849,385 | 20,559 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,851,307 | 20,241 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,606,221 | 20,275 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,328,946 | 20,485 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,791,720 | 20,165 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,142,912 | 20,180 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,183,725 | 20,598 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,986,976 | 20,862 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,442,050 | 20,959 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,550,846 | 21,197 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,180,339 | 23,440 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,797,276 | 23,549 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,110,944 | 22,985 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,407,436 | 22,023 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,429,247 | 21,890 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,450,382 | 21,427 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $6,387,472 | 21,687 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $6,001,052 | 21,969 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,646,302 | 21,559 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,825,464 | 21,251 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $3,552,172 | 21,296 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||