Position in META
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,806,233
-$131,415 QoQ
Shares Held
12,083
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#1,704
of 5,018 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $18,512,432 across 8 Internet Content & Information names. META ranks #2 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
32,536 | $11,627,390 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
12,083 | $6,806,233 | |
| 3 | RDDT |
Reddit, Inc.
|
324 | $56,239 | |
| 4 | NBIS |
Nebius Group N.V.
|
52 | $14,360 | |
| 5 | PINS |
Pinterest, Inc.
|
200 | $4,206 | |
| 6 | SPOT |
Spotify Technology S.A.
|
5 | $2,295 | |
| 7 | DJT |
Trump Media & Technology Group Corp.
|
139 | $1,075 | |
| 8 | RUM |
RUM Group Inc.
|
100 | $634 |
All Filings in META
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,806,233 | 12,083 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,937,648 | 12,126 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,290,730 | 12,560 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,407,916 | 11,449 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,355,916 | 11,321 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,630,445 | 11,504 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,937,173 | 13,556 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,759,424 | 13,555 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,187,787 | 12,272 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,441,409 | 11,206 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,007,244 | 8,496 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $2,314,018 | 7,708 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,577,529 | 5,497 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $794,351 | 3,748 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $472,695 | 3,928 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $835,517 | 6,158 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $994,106 | 6,165 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,050,873 | 4,726 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,376,007 | 4,091 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $731,385 | 2,155 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,279,225 | 3,679 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,190,195 | 4,041 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $755,560 | 2,766 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||