Robertson Stephens Wealth Management, LLC

Position in META — Meta Platforms, Inc.

CIK 1767307 San Francisco, CA

Back to META Full portfolio

Position in META

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$10,415,054

-$2,483,104 QoQ

Shares Held

18,204

-6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Common Shares in META Over Time

Shares Held

Position Value (USD)

Position in Internet Content & Information

Communication Services · as of Mar 31, 2026

Robertson Stephens Wealth Management, LLC holds $33,391,643 across 4 Internet Content & Information names. META ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	72,022	$20,710,646
2	META	Meta Platforms, Inc. This page	18,204	$10,415,054
3	GENI	Genius Sports Ltd	494,185	$2,189,239
4	TEAD	Teads Holding Co.	116,395	$76,704

All Filings in META

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,415,054	18,204	-6.8%	Shares	Sole	2026-04-28
2025-12-31	$12,898,158	19,540	+137.9%	Shares	Sole	2026-02-02
2025-09-30	$6,032,931	8,215	+15.9%	Shares	Sole	2025-11-12
2025-06-30	$5,230,105	7,086	-5.1%	Shares	Sole	2025-07-24
2025-03-31	$4,305,409	7,470	-3.2%	Shares	Sole	2025-04-17
2024-12-31	$4,516,624	7,714	+8.2%	Shares	Sole	2025-01-27
2024-09-30	$4,082,069	7,131	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$3,586,516	7,113	+34.6%	Shares	Sole	2024-08-13
2024-03-31	$2,566,775	5,286	+11.5%	Shares	Sole	2024-05-15
2023-12-31	$1,677,416	4,739	+21.5%	Shares	Sole	2024-02-06
2023-09-30	$1,170,819	3,900	+8.0%	Shares	Sole	2023-11-13
2023-06-30	$1,035,997	3,610	-3.5%	Shares	Sole	2023-08-11
2023-03-31	$792,867	3,741	-13.6%	Shares	Sole	2023-05-11
2022-12-31	$520,951	4,329	-20.6%	Shares	Sole	2023-02-14
2022-09-30	$739,456	5,450	-22.7%	Shares	Sole	2022-11-14
2022-06-30	$1,136,651	7,049	-28.6%	Shares	Sole	2022-08-12
2022-03-31	$2,196,249	9,877	+30.3%	Shares	Sole	2022-05-16
2021-12-31	$2,550,542	7,583	-10.1%	Shares	Sole	2022-02-14
2021-09-30	$2,862,415	8,434	-9.5%	Shares	Sole	2021-11-10
2021-06-30	$3,241,700	9,323	-1.2%	Shares	Sole	2021-08-17
2021-03-31	$2,778,006	9,432	+9.0%	Shares	Sole	2021-05-07
2020-12-31	$2,363,380	8,652	-25.2%	Shares	Sole	2021-02-10
2020-09-30	$3,028,611	11,564	+27.6%	Shares	Sole	2020-11-10
2020-06-30	$2,057,254	9,060	+6.9%	Shares	Sole	2020-08-12
2020-03-31	$1,413,963	8,477	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.