Position in META
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$229,259
-$1,309 QoQ
Shares Held
407
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,543
of 1,640 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $1,835,946 across 32 Internet Content & Information names. META ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
3,665 | $1,309,761 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
407 | $229,259 | |
| 3 | MTCH |
Match Group, Inc.
|
4,167 | $158,554 | |
| 4 | PINS |
Pinterest, Inc.
|
1,117 | $23,490 | |
| 5 | SPOT |
Spotify Technology S.A.
|
44 | $20,201 | |
| 6 | PPLI |
People Inc
|
341 | $15,740 | |
| 7 | NBIS |
Nebius Group N.V.
|
38 | $10,494 | |
| 8 | SNAP |
Snap Inc
|
2,171 | $9,639 |
All Filings in META
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,259 | 407 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $230,568 | 403 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $252,814 | 383 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $204,157 | 278 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $171,974 | 233 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $121,611 | 211 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $66,162 | 113 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,636 | 64 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,270 | 64 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,279 | 50 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,910 | 28 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,405 | 28 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,035 | 28 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,656 | 55 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,776 | 48 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||