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Creative Planning

Position in META — Meta Platforms, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in META

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$576,121,745
+$33,887,827 QoQ
Shares Held
1,022,780
+7.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#172
of 5,003 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, 2026
CallValue
$23,160
CallShares
1,200
PutValue
$11,160
PutShares
600

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, 2026

Creative Planning holds $2,506,408,662 across 36 Internet Content & Information names. META ranks #2 (23.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 META
Meta Platforms, Inc.
This page
1,022,780 $576,121,745

All Filings in META

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,160 1,200
2026-06-30 $576,121,745 1,022,780
2026-06-30 $11,160 600
2026-03-31 $542,233,918 947,746
2025-12-31 $587,674,166 890,294
2025-09-30 $623,832,309 849,468
2025-09-30 $26,973 1,900
2025-06-30 $30,120 1,200
2025-06-30 $4,815,988 15,000
2025-06-30 $655,166,326 887,651
2025-03-31 $449,431,118 779,775
2024-12-31 $426,834,447 728,996
2024-09-30 $410,351,896 716,847
2024-06-30 $50,422 100
2024-06-30 $353,958,891 701,993
2024-03-31 $324,855,447 669,005
2023-12-31 $229,325,728 647,886
2023-09-30 $181,465,536 604,462
2023-06-30 $590,814 4,300
2023-06-30 $160,904,232 560,681
2023-03-31 $212,223 1,200
2023-03-31 $122,777,265 579,302
2022-12-31 $10,598 75,700
2022-12-31 $71,724,084 596,012
2022-12-31 $180,567 1,700
2022-09-30 $312,064 2,300
2022-09-30 $1,157,000 170,500
2022-09-30 $92,369,858 680,792
2022-06-30 $436,375 2,900
2022-06-30 $131,542,267 815,766
2022-03-31 $203,612,383 915,688
2022-03-31 $9,000 20,400
2021-12-31 $279,621,881 831,342
2021-09-30 $277,863,005 818,713
2021-06-30 $10,000 200
2021-06-30 $417,252 1,200
2021-06-30 $278,879,413 802,046
2021-03-31 $254,885,672 865,398
2021-03-31 $353,436 1,200
2021-03-31 $17,715,633 720,700
2020-12-31 $2,000 1,200
2020-12-31 $18,456,500 724,800
2020-12-31 $236,916,584 867,318
2020-09-30 $217,807,563 831,644
2020-09-30 $18,113,110 720,000
2020-09-30 $5,000 1,200
2020-06-30 $9,147,178 584,600
2020-06-30 $1,000 1,200
2020-06-30 $188,210,602 828,866
2020-03-31 $139,792,411 838,084