Smith & Howard Wealth Management, LLC
Position in META — Meta Platforms, Inc.
CIK 1543991
ATLANTA, GA
Position in META
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$373,461
-$12,726 QoQ
Shares Held
663
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#4,346
of 5,021 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Smith & Howard Wealth Management, LLC holds $3,093,603 across 3 Internet Content & Information names. META ranks #3 (12.1% of the industry book) .
All Filings in META
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,461 | 663 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $386,187 | 675 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $437,639 | 663 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $525,081 | 715 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $443,592 | 601 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $404,028 | 701 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $428,593 | 732 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $476,270 | 832 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $469,933 | 932 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $453,531 | 934 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $330,598 | 934 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $280,396 | 934 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $268,039 | 934 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $207,701 | 980 | Shares | Sole | 2023-04-13 | |
| 2022-06-30 | $208,657 | 1,294 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $230,587 | 1,037 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $348,794 | 1,037 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $351,947 | 1,037 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $360,575 | 1,037 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $305,427 | 1,037 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $283,266 | 1,037 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $271,590 | 1,037 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $232,292 | 1,023 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $215,505 | 1,292 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||