Position in META
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$135,752
-$42,180 QoQ
Shares Held
241
-22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#4,887
of 5,042 holders
Holding Since
Dec 2024
7 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, 2026Bernard Wealth Management Corp. holds $9,290,564 across 3 Internet Content & Information names. META ranks #3 (1.5% of the industry book) .
All Filings in META
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,752 | 241 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $177,932 | 311 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $403,314 | 611 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $760,817 | 1,036 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $774,256 | 1,049 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $608,059 | 1,055 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $781,655 | 1,335 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||