Position in META
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$128,732,110
-$8,102,566 QoQ
Shares Held
225,005
+8.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026EP Wealth Advisors, LLC holds $430,681,136 across 6 Internet Content & Information names. META ranks #2 (29.9% of the industry book) .
All Filings in META
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,732,110 | 225,005 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $136,834,676 | 207,297 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $133,349,244 | 180,668 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $108,269,802 | 187,851 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $111,114,574 | 189,774 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $114,491,434 | 200,006 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $89,639,727 | 177,779 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $85,242,597 | 175,548 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $63,048,771 | 178,124 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $55,539,750 | 185,003 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $128,280 | 447 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $882,306 | 4,163 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $21,939,787 | 182,315 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $20,391,211 | 150,289 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $21,194,377 | 131,438 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $23,198,596 | 104,329 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $35,480,216 | 105,486 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $46,022,980 | 135,605 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $45,915,800 | 132,052 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $36,956,740 | 125,477 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $31,456,012 | 115,156 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $28,826,547 | 110,067 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $25,378,478 | 111,765 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $18,843,062 | 112,968 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||