Position in META
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$287,277
-$35,404 QoQ
Shares Held
510
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#4,576
of 5,018 holders
Holding Since
Dec 2023
11 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, 2026Dynamic Wealth Strategies, LLC holds $1,652,122 across 3 Internet Content & Information names. META ranks #2 (17.4% of the industry book) .
All Filings in META
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,277 | 510 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $322,681 | 564 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $506,289 | 767 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $428,877 | 584 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $369,045 | 500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $291,638 | 506 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $350,134 | 598 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $342,319 | 598 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $301,019 | 597 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $309,314 | 637 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $213,791 | 604 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||