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Integrated Wealth Concepts LLC

Position in META — Meta Platforms, Inc.

CIK 1737109 WALTHAM, MA

Position in META

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$47,128,636
+$17,099,162 QoQ
Shares Held
82,374
+81.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.21%
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, 2026

Integrated Wealth Concepts LLC holds $118,153,024 across 11 Internet Content & Information names. META ranks #2 (39.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 META
Meta Platforms, Inc.
This page
82,374 $47,128,636

All Filings in META

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $47,128,636 82,374
2025-12-31 $30,029,474 45,493
2025-09-30 $55,105,672 75,037
2025-06-30 $53,372,764 72,312
2025-03-31 $39,270,288 68,135
2024-12-31 $35,727,234 61,019
2024-09-30 $31,207,139 54,516
2024-06-30 $26,570,377 52,696
2024-03-31 $24,158,090 49,751
2023-12-31 $16,848,849 47,601
2023-09-30 $14,236,258 47,421
2023-06-30 $17,699,204 61,674
2023-03-31 $13,437,419 63,402
2022-12-31 $5,069,683 42,128
2022-09-30 $5,076,060 37,412
2022-06-30 $5,677,935 35,212
2022-03-31 $8,255,337 37,126
2021-12-31 $11,128,476 33,086
2021-09-30 $10,741,693 31,650
2021-06-30 $9,948,330 28,611
2021-03-31 $5,548,945 18,840
2020-12-31 $4,928,899 18,044
2020-09-30 $4,518,036 17,251
2020-06-30 $3,541,156 15,595
2020-03-31 $2,305,176 13,820