Pinnacle Wealth Planning Services, Inc.
Position in META — Meta Platforms, Inc.
CIK 1726752
MANSFIELD, OH
Position in META
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$8,605,979
-$494,021 QoQ
Shares Held
15,042
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $18,836,056 across 24 Internet Content & Information names. META ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
31,752 | $9,130,605 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
15,042 | $8,605,979 | |
| 3 | SPOT |
Spotify Technology S.A.
|
1,145 | $555,221 | |
| 4 | MTCH |
Match Group, Inc.
|
3,944 | $121,120 | |
| 5 | TME |
Tencent Music Entertainment Group
|
8,801 | $81,673 | |
| 6 | YELP |
Yelp Inc
|
2,641 | $65,338 | |
| 7 | DJT |
Trump Media & Technology Group Corp.
|
4,849 | $44,998 | |
| 8 | PINS |
Pinterest, Inc.
|
2,276 | $41,741 |
All Filings in META
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,605,979 | 15,042 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,100,000 | 13,786 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,355,492 | 14,101 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,981,929 | 13,524 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,375,117 | 11,061 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,147,269 | 10,499 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $7,943,177 | 13,876 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,966,303 | 13,816 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,745,191 | 13,891 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,908,717 | 13,868 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,252,774 | 14,166 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,731,152 | 16,486 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,485,141 | 16,444 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,416,642 | 11,772 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,031,129 | 14,970 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,413,428 | 14,967 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,649,641 | 11,916 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $5,455,596 | 16,220 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,736,683 | 11,010 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,747,966 | 10,779 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,157,066 | 10,719 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,614,413 | 9,571 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,372,813 | 9,060 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,005,935 | 8,834 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,605,616 | 9,626 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||