Position in META
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$915,909
-$27,533 QoQ
Shares Held
1,626
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,518
of 5,003 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $3,807,083 across 10 Internet Content & Information names. META ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
7,494 | $2,666,826 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
1,626 | $915,909 | |
| 3 | RDDT |
Reddit, Inc.
|
538 | $93,386 | |
| 4 | NBIS |
Nebius Group N.V.
|
176 | $48,605 | |
| 5 | SPOT |
Spotify Technology S.A.
|
60 | $27,547 | |
| 6 | RUM |
RUM Group Inc.
|
2,560 | $16,230 | |
| 7 | DJT |
Trump Media & Technology Group Corp.
|
1,654 | $12,801 | |
| 8 | PINS |
Pinterest, Inc.
|
579 | $12,176 |
All Filings in META
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,909 | 1,626 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $943,442 | 1,649 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,265,392 | 1,917 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,241,836 | 1,691 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,255,491 | 1,701 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,575,768 | 2,734 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,120,080 | 1,913 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,101,947 | 1,925 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $974,153 | 1,932 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,040,112 | 2,142 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $701,194 | 1,981 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $594,716 | 1,981 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $567,933 | 1,979 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $333,805 | 1,575 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $224,434 | 1,865 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $258,741 | 1,907 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $291,056 | 1,805 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $378,901 | 1,704 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $589,957 | 1,754 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $578,320 | 1,704 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $592,497 | 1,704 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $501,879 | 1,704 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $644,657 | 2,360 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $739,867 | 2,825 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $604,460 | 2,662 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||