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Equibles

Summit Financial, LLC

Position in META — Meta Platforms, Inc.

CIK 1765536 PARSIPPANY, NJ
Back to META Full portfolio

Position in META

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$47,516,891
+$1,355,727 QoQ
Shares Held
84,356
+4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#704
of 5,026 holders
Holding Since
Jun 2021
17 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 Jun 30, 2026

Summit Financial, LLC holds $117,443,292 across 6 Internet Content & Information names. META ranks #2 (40.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GOOGL
Alphabet Inc.
 187,108 $66,110,869
2 META
Meta Platforms, Inc.
This page 		84,356 $47,516,891
3 SPOT
Spotify Technology S.A.
 5,342 $2,452,672
4 NBIS
Nebius Group N.V.
 3,226 $890,924
5 MTCH
Match Group, Inc.
 12,094 $460,176
6 UPXI
Upexi, Inc.
 15,000 $11,760

All Filings in META

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $47,516,891 84,356
2026-03-31 $46,161,164 80,683
2025-12-31 $37,477,269 56,776
2025-09-30 $47,093,586 64,127
2025-06-30 $44,869,229 60,791
2025-03-31 $34,054,230 59,085
2024-12-31 $33,754,065 57,649
2024-09-30 $34,052,165 59,486
2024-06-30 $18,801,355 37,288
2024-03-31 $12,699,373 26,153
2023-12-31 $9,996,892 28,243
2023-09-30 $4,048,331 13,485
2023-06-30 $3,565,726 12,425
2022-03-31 $3,670,941 16,509
2021-12-31 $4,726,053 14,051
2021-09-30 $3,873,118 11,412
2021-06-30 $1,815,741 5,222