Position in META
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,161,669
+$4,070,451 QoQ
Shares Held
12,714
+135.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#1,668
of 5,002 holders
Holding Since
Sep 2024
8 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $16,652,965 across 5 Internet Content & Information names. META ranks #2 (43.0% of the industry book) .
All Filings in META
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,161,669 | 12,714 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,091,218 | 5,403 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,499,797 | 5,302 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,693,931 | 5,030 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,249,072 | 4,402 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,587,856 | 4,490 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,365,460 | 4,040 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,334,410 | 4,078 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||