CreativeOne Wealth, LLC

Position in META — Meta Platforms, Inc.

CIK 1739728 OVERLAND PARK, KS

Position in META

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

Position Value

$26,563,628

+$1,260,607 QoQ

Shares Held

47,158

+6.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#912

of 5,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $95,393,780 across 5 Internet Content & Information names. META ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	187,037	$66,647,171
2	META	Meta Platforms, Inc. This page	47,158	$26,563,628
3	NBIS	Nebius Group N.V.	3,346	$924,063
4	PINS	Pinterest, Inc.	41,786	$878,759
5	SPOT	Spotify Technology S.A.	828	$380,159

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,563,628	47,158	+6.6%	Shares	Other	2026-08-13
2026-03-31	$25,303,021	44,226	-1.0%	Shares	Other	2026-05-15
2025-12-31	$29,493,480	44,681	+6.6%	Shares	Other	2026-02-13
2025-09-30	$30,790,349	41,927	+11.3%	Shares	Other	2025-11-13
2025-06-30	$27,792,040	37,654	+7.3%	Shares	Other	2025-08-12
2025-03-31	$20,228,506	35,097	+17.0%	Shares	Other	2025-05-14
2024-12-31	$17,567,641	30,004	+44.4%	Shares	Other	2025-02-13
2024-09-30	$11,891,295	20,773	+38.6%	Shares	Other	2024-11-13
2024-06-30	$7,556,745	14,987	-5.2%	Shares	Sole	2024-08-14
2024-03-31	$7,675,562	15,807	+63.6%	Shares	Other	2024-05-14
2023-12-31	$3,419,253	9,660	+17.7%	Shares	Sole	2024-02-09
2023-09-30	$2,463,522	8,206	-36.7%	Shares	Other	2023-10-17
2023-06-30	$2,876	12,962	+28.1%	Shares	Sole	2023-08-14
2023-03-31	$2,145,256	10,122	-2.3%	Shares	Other	2023-05-15
2022-12-31	$1,245,520	10,360	-37.0%	Shares	Other	2023-02-15
2022-09-30	$2,231,800	16,449	-15.2%	Shares	Sole	2022-11-15
2022-06-30	$3,127,281	19,394	+10.4%	Shares	Sole	2022-08-12
2022-03-31	$3,906,642	17,569	-31.3%	Shares	Other	2022-05-13
2021-12-31	$8,598,114	25,563	+23.9%	Shares	Other	2022-02-15
2021-09-30	$7,004,330	20,638	+7.5%	Shares	Other	2021-11-16
2021-06-30	$6,677,074	19,203	+7.1%	Shares	Sole	2021-08-13
2021-03-31	$5,280,922	17,930	+2.8%	Shares	Other	2021-05-17
2020-12-31	$4,765,002	17,444	+473.1%	Shares	Other	2021-02-12
2020-09-30	$797,222	3,044	+27.1%	Shares	Other	2020-11-13
2020-06-30	$543,832	2,395	+62.4%	Shares	Sole	2020-08-13
2020-03-31	$246,029	1,475	—	Shares	Other	2020-05-14
No filing history on record for this holder in this stock.