Smallwood Wealth Investment Management, LLC

Position in META — Meta Platforms, Inc.

CIK 1921304 RED BANK, NJ

Back to META Full portfolio

Position in META

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$324,455

-$49,718 QoQ

Shares Held

576

-11.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#4,478

of 5,018 holders

Holding Since

Dec 2021

11 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, 2026

Smallwood Wealth Investment Management, LLC holds $594,399 across 4 Internet Content & Information names. META ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	META	Meta Platforms, Inc. This page	576	$324,455
2	GOOGL	Alphabet Inc.	746	$266,598
3	SPOT	Spotify Technology S.A.	5	$2,295
4	PINS	Pinterest, Inc.	50	$1,051

All Filings in META

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,455	576	-11.9%	Shares	Sole	2026-07-23
2026-03-31	$374,173	654	+1.6%	Shares	Sole	2026-04-22
2025-12-31	$425,097	644	+1.4%	Shares	Sole	2026-01-23
2025-09-30	$466,331	635	+1.9%	Shares	Sole	2025-10-17
2025-06-30	$459,830	623	+32.0%	Shares	Sole	2025-10-03
2025-03-31	$272,041	472	-7.8%	Shares	Sole	2025-04-25
2024-12-31	$299,781	512	+18.8%	Shares	Sole	2025-01-17
2024-09-30	$246,721	431	+3.6%	Shares	Sole	2024-10-16
2024-06-30	$209,755	416	-53.8%	Shares	Sole	2024-07-26
2022-03-31	$200,346	901	-0.3%	Shares	Sole	2022-04-21
2021-12-31	$304,060	904	—	Shares	Sole	2022-04-05
No filing history on record for this holder in this stock.