WFA of San Diego, LLC

Position in META — Meta Platforms, Inc.

CIK 1821407 SAN DIEGO, CA

Position in META

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

Position Value

$426,410

-$173,754 QoQ

Shares Held

757

-27.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#4,227

of 5,018 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

WFA of San Diego, LLC holds $3,996,762 across 2 Internet Content & Information names. META ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GOOGL	Alphabet Inc.	10,012	$3,570,352
2	META	Meta Platforms, Inc. This page	757	$426,410

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,410	757	-27.8%	Shares	Sole	2026-08-14
2026-03-31	$600,164	1,049	-1.0%	Shares	Sole	2026-05-11
2025-12-31	$699,695	1,060	-27.0%	Shares	Sole	2026-02-17
2025-09-30	$1,067,054	1,453	0.0%	Shares	Sole	2026-02-17
2025-06-30	$1,072,444	1,453	-11.0%	Shares	Sole	2025-08-15
2024-09-30	$934,794	1,633	0.0%	Shares	Sole	2024-11-13
2024-06-30	$823,391	1,633	+32.8%	Shares	Sole	2024-08-14
2023-09-30	$369,258	1,230	-1.6%	Shares	Sole	2023-11-02
2023-06-30	$358,725	1,250	0.0%	Shares	Sole	2023-08-10
2023-03-31	$264,925	1,250	-7.4%	Shares	Sole	2023-04-17
2022-12-31	$162,459	1,350	-7.3%	Shares	Sole	2023-01-31
2022-06-30	$234,941	1,457	-3.7%	Shares	Sole	2022-07-28
2022-03-31	$336,430	1,513	-0.7%	Shares	Sole	2022-04-25
2021-12-31	$512,261	1,523	-2.6%	Shares	Sole	2022-02-07
2021-09-30	$530,466	1,563	+1.7%	Shares	Sole	2021-10-25
2021-06-30	$534,430	1,537	+0.9%	Shares	Sole	2021-08-11
2021-03-31	$448,569	1,523	-17.8%	Shares	Sole	2021-05-14
2020-12-31	$506,165	1,853	-5.1%	Shares	Sole	2021-02-11
2020-09-30	$511,490	1,953	-95.5%	Shares	Sole	2020-11-06
2020-06-30	$9,795,345	43,138	—	Shares	Sole	2020-08-18
No filing history on record for this holder in this stock.