Summit Financial, LLC

Position in META — Meta Platforms, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in META

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$46,161,164

+$8,683,895 QoQ

Shares Held

80,683

+42.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Mar 31, 2026

Summit Financial, LLC holds $49,396,386 across 5 Internet Content & Information names. META ranks #1 (93.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	META	Meta Platforms, Inc. This page	80,683	$46,161,164
2	SPOT	Spotify Technology S.A.	5,213	$2,527,835
3	MTCH	Match Group, Inc.	11,752	$360,903
4	NBIS	Nebius Group N.V.	3,211	$333,173
5	UPXI	Upexi, Inc.	13,500	$13,311

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$46,161,164	80,683	+42.1%	Shares	Sole	2026-05-15
2025-12-31	$37,477,269	56,776	-11.5%	Shares	Sole	2026-02-13
2025-09-30	$47,093,586	64,127	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$44,869,229	60,791	+2.9%	Shares	Sole	2025-08-13
2025-03-31	$34,054,230	59,085	+2.5%	Shares	Sole	2025-05-14
2024-12-31	$33,754,065	57,649	-3.1%	Shares	Sole	2025-02-12
2024-09-30	$34,052,165	59,486	+59.5%	Shares	Sole	2024-11-12
2024-06-30	$18,801,355	37,288	+42.6%	Shares	Sole	2024-07-31
2024-03-31	$12,699,373	26,153	-7.4%	Shares	Sole	2024-04-24
2023-12-31	$9,996,892	28,243	+109.4%	Shares	Sole	2024-02-06
2023-09-30	$4,048,331	13,485	+8.5%	Shares	Sole	2023-11-07
2023-06-30	$3,565,726	12,425	-24.7%	Shares	Sole	2023-08-11
2022-03-31	$3,670,941	16,509	+17.5%	Shares	Sole	2022-05-10
2021-12-31	$4,726,053	14,051	+23.1%	Shares	Sole	2022-02-07
2021-09-30	$3,873,118	11,412	+118.5%	Shares	Sole	2021-11-08
2021-06-30	$1,815,741	5,222	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.