Perennial Investment Advisors, LLC

Position in META — Meta Platforms, Inc.

CIK 1801523 Los Angeles, CA

Back to META Full portfolio

Position in META

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,722,866

+$142,799 QoQ

Shares Held

11,935

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#1,704

of 5,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in META Over Time

Shares Held

Position Value (USD)

Derivatives in META

reported options exposure · as of Jun 30, 2025

CallValue

$516,663

CallShares

700

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Internet Content & Information

Communication Services · as of Jun 30, 2026

Perennial Investment Advisors, LLC holds $32,055,432 across 4 Internet Content & Information names. META ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	58,508	$20,800,981
2	META	Meta Platforms, Inc. This page	11,935	$6,722,866
3	NBIS	Nebius Group N.V.	15,353	$4,240,038
4	SPOT	Spotify Technology S.A.	635	$291,547

All Filings in META

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,722,866	11,935	+3.8%	Shares	Sole	2026-08-14
2026-03-31	$6,580,067	11,501	+2.6%	Shares	Sole	2026-05-15
2025-12-31	$7,398,948	11,209	+5.2%	Shares	Sole	2026-02-17
2025-09-30	$7,827,022	10,658	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$7,831,872	10,611	+11.1%	Shares	Sole	2025-08-11
2025-06-30	$516,663	700	+40.0%	Call	Sole	2025-08-11
2025-03-31	$5,506,543	9,554	+24.5%	Shares	Sole	2025-05-15
2024-12-31	$4,492,618	7,673	+0.6%	Shares	Sole	2025-02-13
2024-09-30	$4,366,572	7,628	+4.6%	Shares	Sole	2024-11-14
2024-09-30	$286,220	500	0.0%	Call	Sole	2024-11-14
2024-06-30	$3,678,284	7,295	+5.1%	Shares	Sole	2024-08-09
2024-03-31	$3,368,954	6,938	+2.9%	Shares	Sole	2024-05-14
2023-12-31	$2,386,752	6,743	-1.1%	Shares	Sole	2024-02-14
2023-09-30	$2,045,931	6,815	+1.0%	Shares	Sole	2023-11-14
2023-09-30	$150,105	500	—	Call	Sole	2023-11-14
2023-06-30	$1,936,541	6,748	-5.1%	Shares	Sole	2023-08-14
2023-03-31	$1,506,893	7,110	+20.2%	Shares	Sole	2023-05-12
2022-12-31	$711,690	5,914	-1.3%	Shares	Sole	2023-02-10
2022-09-30	$813,130	5,993	-41.6%	Shares	Sole	2022-11-09
2022-06-30	$1,656,037	10,270	+4.4%	Shares	Sole	2022-08-10
2022-03-31	$2,186,465	9,833	+6.9%	Shares	Sole	2022-05-09
2021-12-31	$3,094,083	9,199	+5.4%	Shares	Sole	2022-02-14
2021-09-30	$2,963,214	8,731	-0.6%	Shares	Sole	2021-11-12
2021-06-30	$3,054,632	8,785	-6.4%	Shares	Sole	2021-07-29
2021-03-31	$2,764,753	9,387	-4.5%	Shares	Sole	2021-04-29
2020-12-31	$2,685,982	9,833	-0.7%	Shares	Sole	2021-01-22
2020-09-30	$2,593,595	9,903	+47.0%	Shares	Sole	2020-10-26
2020-06-30	$1,529,997	6,738	+4.6%	Shares	Sole	2020-07-16
2020-03-31	$1,074,192	6,440	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.