Copia Wealth Management

Position in META — Meta Platforms, Inc.

CIK 2058771 BEND, OR

Position in META

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$185,322

-$2,908 QoQ

Shares Held

329

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#4,819

of 5,003 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Copia Wealth Management holds $1,074,658 across 6 Internet Content & Information names. META ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	2,372	$846,190
2	META	Meta Platforms, Inc. This page	329	$185,322
3	NBIS	Nebius Group N.V.	95	$26,236
4	SPOT	Spotify Technology S.A.	29	$13,314
5	RDDT	Reddit, Inc.	14	$2,430
6	ZG	Zillow Group, Inc.	37	$1,166

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$185,322	329	0.0%	Shares	Sole	2026-08-18
2026-03-31	$188,230	329	-13.6%	Shares	Sole	2026-05-04
2025-12-31	$251,494	381	+2.7%	Shares	Sole	2026-02-06
2025-09-30	$272,454	371	+101.6%	Shares	Sole	2025-10-31
2025-06-30	$135,808	184	0.0%	Shares	Sole	2025-07-28
2025-03-31	$106,050	184	0.0%	Shares	Sole	2025-04-17
2024-12-31	$107,733	184	—	Shares	Sole	2025-03-06
No filing history on record for this holder in this stock.