WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in META — Meta Platforms, Inc.
CIK 1632972
PLYMOUTH, MN
Position in META
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$210,784,807
+$24,403,162 QoQ
Shares Held
374,203
+14.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#317
of 5,018 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Derivatives in META
reported options exposure · as of Jun 30, 2026CallValue
$394,303
CallShares
700
PutValue
$225,316
PutShares
400
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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,069,373,846 across 27 Internet Content & Information names. META ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
2,300,225 | $822,031,408 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
374,203 | $210,784,807 | |
| 3 | MTCH |
Match Group, Inc.
|
256,444 | $9,757,694 | |
| 4 | SPOT |
Spotify Technology S.A.
|
19,737 | $9,061,848 | |
| 5 | NBIS |
Nebius Group N.V.
|
23,780 | $6,567,322 | |
| 6 | PINS |
Pinterest, Inc.
|
120,148 | $2,526,712 | |
| 7 | RDDT |
Reddit, Inc.
|
10,726 | $1,861,819 | |
| 8 | PPLI |
People Inc
|
31,630 | $1,460,040 |
All Filings in META
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,784,807 | 374,203 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $394,303 | 700 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $225,316 | 400 | Put | Sole | 2026-07-15 | |
| 2026-03-31 | $186,381,645 | 325,768 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $473,225,781 | 716,911 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $459,963,491 | 626,329 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $2,012,200 | 2,740 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $442,477,574 | 599,490 | Shares | Sole | 2025-07-10 | |
| 2025-06-30 | $2,878,551 | 3,900 | Call | Sole | 2025-07-10 | |
| 2025-03-31 | $1,959,624 | 3,400 | Call | Sole | 2025-04-16 | |
| 2025-03-31 | $281,074,633 | 487,672 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,571,611 | 6,100 | Call | Sole | 2025-03-17 | |
| 2024-12-31 | $245,423,542 | 419,162 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $10,237 | 700 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $196,826,624 | 343,838 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $3,434,640 | 6,000 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $20,802 | 700 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $146,887,353 | 291,316 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $9,234 | 100 | Call | Sole | 2024-07-16 | |
| 2024-03-31 | $29,709 | 700 | Put | Sole | 2024-04-15 | |
| 2024-03-31 | $119,819,778 | 246,756 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $530,940 | 1,500 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $78,721,057 | 222,401 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $392 | 1,500 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $118,860 | 4,200 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $62,535,544 | 208,306 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,484,434 | 81,833 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $895,022 | 4,223 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $1,286,517 | 9,482 | Shares | Sole | 2022-10-17 | |
| 2022-03-31 | $7,767,924 | 34,934 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $10,622,942 | 31,583 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,364,580 | 18,753 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $12,283,203 | 35,326 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,576,701 | 15,539 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,183,172 | 15,314 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,134,941 | 27,243 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,114,086 | 26,926 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $4,823,522 | 28,918 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||