Position in META
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$331,777
+$11,957 QoQ
Shares Held
589
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#4,441
of 5,003 holders
Holding Since
Mar 2025
6 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, 2026Fiduciary Wealth Partners, LLC holds $1,781,984 across 2 Internet Content & Information names. META ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
4,058 | $1,450,207 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
589 | $331,777 |
All Filings in META
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,777 | 589 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $319,820 | 559 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $599,361 | 908 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $680,770 | 927 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $569,067 | 771 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $299,707 | 520 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||