Perennial Advisors, LLC

Position in META — Meta Platforms, Inc.

CIK 1697360 NEW YORK, NY

Position in META

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$9,234,576

-$443,575 QoQ

Shares Held

16,394

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.91%

of 13F equity value

Holder Rank

#1,478

of 5,003 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Communication Services · as of Jun 30, 2026

Perennial Advisors, LLC holds $13,479,073 across 3 Internet Content & Information names. META ranks #1 (68.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	META	Meta Platforms, Inc. This page	16,394	$9,234,576
2	GOOGL	Alphabet Inc.	9,493	$3,392,513
3	NBIS	Nebius Group N.V.	3,085	$851,984

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,234,576	16,394	-3.1%	Shares	Sole	2026-07-13
2026-03-31	$9,678,151	16,916	-5.8%	Shares	Sole	2026-04-13
2025-12-31	$11,847,955	17,949	+9.7%	Shares	Sole	2026-01-12
2025-09-30	$12,015,925	16,362	+28.3%	Shares	Sole	2025-10-14
2025-06-30	$9,411,385	12,751	+20.0%	Shares	Sole	2025-07-15
2025-03-31	$6,123,248	10,624	+171.2%	Shares	Sole	2025-04-14
2024-12-31	$2,294,028	3,918	+35.9%	Shares	Sole	2025-02-21
2024-06-30	$1,453,666	2,883	+10.3%	Shares	Sole	2024-07-23
2024-03-31	$1,268,820	2,613	0.0%	Shares	Sole	2024-04-10
2023-12-31	$924,897	2,613	-13.7%	Shares	Sole	2024-01-25
2023-09-30	$909,035	3,028	+11.0%	Shares	Sole	2023-10-17
2023-06-30	$782,881	2,728	+2.6%	Shares	Sole	2023-08-01
2023-03-31	$563,760	2,660	-26.3%	Shares	Sole	2023-05-12
2022-12-31	$434,066	3,607	-87.7%	Shares	Sole	2023-01-31
2022-09-30	$3,969,047	29,253	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$4,699,792	29,146	+1.9%	Shares	Sole	2022-08-09
2022-03-31	$6,359,496	28,600	+4.1%	Shares	Sole	2022-04-27
2021-12-31	$9,240,879	27,474	+12.1%	Shares	Sole	2022-02-08
2021-09-30	$8,319,467	24,513	+1.6%	Shares	Sole	2021-11-08
2021-06-30	$8,393,023	24,138	+0.7%	Shares	Sole	2021-08-13
2021-03-31	$7,063,123	23,981	-5.1%	Shares	Sole	2021-05-17
2020-12-31	$6,901,387	25,265	+0.1%	Shares	Sole	2021-02-12
2020-09-30	$6,607,737	25,230	-0.1%	Shares	Sole	2020-11-16
2020-06-30	$5,736,923	25,265	+4.5%	Shares	Sole	2020-08-14
2020-03-31	$4,033,390	24,181	—	Shares	Sole	2020-05-19
No filing history on record for this holder in this stock.