Position in META
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$30,485,254
+$1,612,142 QoQ
Shares Held
54,120
+7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#860
of 5,003 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $105,553,638 across 6 Internet Content & Information names. META ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
199,955 | $71,457,918 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
54,120 | $30,485,254 | |
| 3 | NBIS |
Nebius Group N.V.
|
7,858 | $2,170,143 | |
| 4 | BIDU |
Baidu, Inc.
|
7,000 | $800,030 | |
| 5 | DJT |
Trump Media & Technology Group Corp.
|
70,201 | $543,355 | |
| 6 | SNAP |
Snap Inc
|
21,833 | $96,938 |
All Filings in META
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,485,254 | 54,120 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $28,873,112 | 50,466 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $42,056,974 | 63,714 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $42,845,197 | 58,342 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $38,732,010 | 52,476 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $30,352,846 | 52,663 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $27,483,253 | 46,939 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,850,976 | 50,400 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $24,383,070 | 48,358 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,370,740 | 29,595 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,478,631 | 29,604 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,491,740 | 28,286 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,990,456 | 13,905 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,340,665 | 11,044 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,552,265 | 12,899 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $4,251,532 | 31,335 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,299,247 | 26,662 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,929,007 | 26,664 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $8,264,119 | 24,570 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||