Center for Financial Planning, Inc.
Position in META — Meta Platforms, Inc.
CIK 1803557
SOUTHFIED, MI
Position in META
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$708,055
-$31,136 QoQ
Shares Held
1,257
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#3,757
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)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $2,902,879 across 8 Internet Content & Information names. META ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
5,024 | $1,795,426 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
1,257 | $708,055 | |
| 3 | RDDT |
Reddit, Inc.
|
1,087 | $188,681 | |
| 4 | DJT |
Trump Media & Technology Group Corp.
|
14,805 | $114,590 | |
| 5 | BILI |
Bilibili Inc.
|
4,338 | $73,876 | |
| 6 | SPOT |
Spotify Technology S.A.
|
22 | $10,100 | |
| 7 | NBIS |
Nebius Group N.V.
|
35 | $9,665 | |
| 8 | SNAP |
Snap Inc
|
560 | $2,486 |
All Filings in META
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,055 | 1,257 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $739,191 | 1,292 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $830,393 | 1,258 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $917,975 | 1,250 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $922,612 | 1,250 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $631,690 | 1,096 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $637,620 | 1,089 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $594,192 | 1,038 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $498,169 | 988 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $477,325 | 983 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $342,279 | 967 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $288,802 | 962 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $235,323 | 820 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $180,996 | 854 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $48,617 | 404 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $55,493 | 409 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $72,240 | 448 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $91,612 | 412 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $117,722 | 350 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $150,349 | 443 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $166,900 | 480 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $130,182 | 442 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $63,373 | 232 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $60,760 | 232 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $58,356 | 257 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $32,025 | 192 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||