Root Financial Partners, LLC

Position in META — Meta Platforms, Inc.

CIK 1977181 ENCINITAS, CA

Position in META

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,017,224

-$44,410 QoQ

Shares Held

8,907

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $21,202,128 across 4 Internet Content & Information names. META ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	43,326	$15,417,681
2	META	Meta Platforms, Inc. This page	8,907	$5,017,224
3	SPOT	Spotify Technology S.A.	1,227	$563,352
4	MTCH	Match Group, Inc.	5,358	$203,871

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,017,224	8,907	+0.7%	Shares	Sole	2026-07-29
2026-03-31	$5,061,634	8,847	-13.2%	Shares	Sole	2026-04-24
2025-12-31	$6,730,277	10,196	+45.1%	Shares	Sole	2026-02-10
2025-09-30	$5,160,488	7,027	+13.9%	Shares	Sole	2025-10-29
2025-06-30	$4,554,015	6,170	+4.7%	Shares	Sole	2025-08-11
2025-03-31	$3,395,336	5,891	+12.5%	Shares	Sole	2025-04-25
2024-12-31	$3,066,315	5,237	+15.1%	Shares	Sole	2025-01-30
2024-09-30	$2,604,029	4,549	+50.0%	Shares	Sole	2024-11-01
2024-06-30	$1,529,299	3,033	+13.9%	Shares	Sole	2024-08-05
2024-03-31	$1,293,099	2,663	+26.1%	Shares	Sole	2024-04-24
2023-12-31	$747,563	2,112	+6.5%	Shares	Sole	2024-01-30
2023-09-30	$595,316	1,983	-4.2%	Shares	Sole	2023-10-19
2023-06-30	$593,761	2,069	-3.5%	Shares	Sole	2023-07-27
2023-03-31	$454,399	2,144	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.