Position in META
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,568,281
-$282,237 QoQ
Shares Held
8,110
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.52%
of 13F equity value
Holder Rank
#2,003
of 5,003 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, 2026Kapstone Financial Advisors LLC holds $13,702,780 across 3 Internet Content & Information names. META ranks #2 (33.3% of the industry book) .
All Filings in META
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,568,281 | 8,110 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,850,518 | 8,478 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,596,243 | 8,478 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,182,010 | 8,418 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,856,856 | 9,290 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,251,215 | 9,111 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $5,341,607 | 9,123 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,297,932 | 9,255 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,666,556 | 9,255 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,530,461 | 9,330 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,302,446 | 9,330 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,797,957 | 9,320 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,673,792 | 9,317 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,992,236 | 9,400 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,147,682 | 9,537 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||