Financial Gravity Asset Management, Inc.
Position in META — Meta Platforms, Inc.
CIK 1741736
Lakeway, TX
Position in META
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,886,479
-$602,133 QoQ
Shares Held
6,793
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $8,674,589 across 7 Internet Content & Information names. META ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPWK |
Upwork, Inc
|
424,762 | $4,655,391 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
6,793 | $3,886,479 | |
| 3 | GOOGL |
Alphabet Inc.
|
399 | $114,736 | |
| 4 | SPOT |
Spotify Technology S.A.
|
30 | $14,547 | |
| 5 | NBIS |
Nebius Group N.V.
|
24 | $2,490 | |
| 6 | DJT |
Trump Media & Technology Group Corp.
|
100 | $928 | |
| 7 | TME |
Tencent Music Entertainment Group
|
2 | $18 |
All Filings in META
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,886,479 | 6,793 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,488,612 | 6,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,843,236 | 6,595 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $3,288,710 | 5,706 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $3,141,794 | 6,231 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,121,793 | 6,429 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $2,275,962 | 6,430 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $27,736,387 | 92,391 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,306,045 | 4,551 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $962,224 | 4,541 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $143,444 | 1,192 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $635,512 | 4,684 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $465,271 | 2,886 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,741,230 | 7,831 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,843,081 | 14,399 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $637,291 | 1,878 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,372,063 | 3,946 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,080,335 | 3,668 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $597,313 | 2,187 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $212,980 | 1,277 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||