AE Wealth Management LLC

Position in META — Meta Platforms, Inc.

CIK 1697723 TOPEKA, KS

Back to META Full portfolio

Position in META

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$212,285,935

+$6,565,188 QoQ

Shares Held

376,868

+4.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#313

of 5,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in META Over Time

Shares Held

Position Value (USD)

Derivatives in META

reported options exposure · as of Jun 30, 2021

CallValue

CallShares

PutValue

$1,000

PutShares

500

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, 2026

AE Wealth Management LLC holds $602,452,270 across 4 Internet Content & Information names. META ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	1,090,813	$389,320,968
2	META	Meta Platforms, Inc. This page	376,868	$212,285,935
3	NBIS	Nebius Group N.V.	1,884	$520,304
4	SPOT	Spotify Technology S.A.	708	$325,063

All Filings in META

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,285,935	376,868	+4.8%	Shares	Other	2026-08-03
2026-03-31	$205,720,747	359,570	+3.5%	Shares	Other	2026-05-13
2025-12-31	$229,414,905	347,551	+11.7%	Shares	Other	2026-01-26
2025-09-30	$228,518,464	311,172	+4.4%	Shares	Other	2025-11-03
2025-06-30	$220,038,626	298,119	+28.6%	Shares	Other	2025-08-06
2025-03-31	$133,577,749	231,761	+17.7%	Shares	Other	2025-05-06
2024-12-31	$115,261,136	196,856	+18.6%	Shares	Other	2025-02-13
2024-09-30	$95,004,421	165,964	+0.5%	Shares	Other	2024-11-14
2024-06-30	$83,249,232	165,105	+12.3%	Shares	Other	2024-08-12
2024-03-31	$71,368,110	146,975	-41.2%	Shares	Other	2024-05-15
2023-12-31	$88,475,132	249,958	+13.1%	Shares	Other	2024-02-14
2023-09-30	$66,336,502	220,967	+22.5%	Shares	Other	2023-10-11
2023-06-30	$51,784,105	180,445	-18.1%	Shares	Other	2023-07-10
2023-03-31	$46,694,408	220,319	+5.4%	Shares	Sole	2023-04-14
2022-12-31	$25,158,882	209,065	+33.9%	Shares	Sole	2023-01-31
2022-09-30	$21,189,416	156,172	-7.2%	Shares	Sole	2022-10-25
2022-06-30	$27,127,087	168,230	+3.7%	Shares	Sole	2022-08-03
2022-03-31	$36,071,906	162,223	+18.0%	Shares	Sole	2022-04-18
2021-12-31	$46,240,388	137,477	+11.3%	Shares	Sole	2022-01-20
2021-09-30	$41,905,501	123,473	+6.4%	Shares	Sole	2021-11-01
2021-06-30	$1,000	500	—	Put	Sole	2021-07-21
2021-06-30	$40,335,055	116,002	+13.0%	Shares	Sole	2021-07-21
2021-03-31	$30,234,682	102,654	+2.4%	Shares	Sole	2021-04-27
2020-12-31	$27,373,363	100,210	+1.1%	Shares	Sole	2021-02-01
2020-09-30	$25,962,932	99,133	+20.3%	Shares	Sole	2020-11-06
2020-06-30	$18,715,109	82,420	+42.6%	Shares	Sole	2020-08-05
2020-03-31	$9,638,538	57,785	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.