HERITAGE OAK WEALTH ADVISORS LLC
Position in META — Meta Platforms, Inc.
CIK 2035533
SANTA ROSA BEACH, FL
Position in META
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$407,821
+$11,335 QoQ
Shares Held
724
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#4,254
of 5,002 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026HERITAGE OAK WEALTH ADVISORS LLC holds $2,715,554 across 3 Internet Content & Information names. META ranks #3 (15.0% of the industry book) .
All Filings in META
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,821 | 724 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $396,486 | 693 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $546,554 | 828 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $294,486 | 401 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $299,664 | 406 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $228,238 | 396 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $231,861 | 396 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,195,879 | 3,836 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $462,369 | 917 | Shares | Sole | 2024-08-28 | |
| No filing history on record for this holder in this stock. | ||||||