Position in META
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$808,884
-$20,704 QoQ
Shares Held
1,436
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#3,632
of 5,003 holders
Holding Since
Jun 2023
13 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, 2026INSTRUMENTAL WEALTH, LLC holds $2,576,663 across 3 Internet Content & Information names. META ranks #2 (31.4% of the industry book) .
All Filings in META
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,884 | 1,436 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $829,588 | 1,450 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $914,884 | 1,386 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $992,147 | 1,351 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $876,850 | 1,188 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $730,248 | 1,267 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $696,756 | 1,190 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $607,931 | 1,062 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $516,321 | 1,024 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $510,344 | 1,051 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $327,766 | 926 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $297,207 | 990 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $222,409 | 775 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||