Position in META
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$578,498
-$10,223 QoQ
Shares Held
1,027
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#3,946
of 5,003 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026LifeSteps Financial, Inc. holds $1,466,292 across 9 Internet Content & Information names. META ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
2,296 | $820,521 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
1,027 | $578,498 | |
| 3 | NBIS |
Nebius Group N.V.
|
171 | $47,225 | |
| 4 | RDDT |
Reddit, Inc.
|
79 | $13,712 | |
| 5 | PINS |
Pinterest, Inc.
|
192 | $4,037 | |
| 6 | SPOT |
Spotify Technology S.A.
|
3 | $1,377 | |
| 7 | SNAP |
Snap Inc
|
93 | $412 | |
| 8 | OPRA |
Opera Ltd
|
16 | $317 |
All Filings in META
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,498 | 1,027 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $588,721 | 1,029 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $691,114 | 1,047 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $671,223 | 914 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $729,232 | 988 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $616,128 | 1,069 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $603,075 | 1,030 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $532,369 | 930 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $453,798 | 900 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $403,031 | 830 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $293,786 | 830 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $234,764 | 782 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $217,243 | 757 | Shares | Sole | 2023-07-14 | |
| 2022-06-30 | $238,972 | 1,482 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $318,419 | 1,432 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $505,197 | 1,502 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $421,522 | 1,242 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $424,206 | 1,220 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $362,860 | 1,232 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $347,459 | 1,272 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $348,850 | 1,332 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $389,879 | 1,717 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $293,401 | 1,759 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||