Marshall & Sterling Wealth Advisors Inc.
Position in META — Meta Platforms, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in META
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$34,923
-$392,458 QoQ
Shares Held
62
-91.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#4,941
of 5,003 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $623,107 across 4 Internet Content & Information names. META ranks #2 (5.6% of the industry book) .
All Filings in META
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,923 | 62 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $427,381 | 747 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $464,043 | 703 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $727,754 | 991 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $208,872 | 283 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $160,798 | 279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $45,084 | 77 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||