Wealth Enhancement Trust Services, Inc.
Position in META — Meta Platforms, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in META
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,612,621
-$76,639 QoQ
Shares Held
9,964
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#408
of 1,640 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $29,041,446 across 14 Internet Content & Information names. META ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
62,811 | $22,446,766 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
9,964 | $5,612,621 | |
| 3 | SPOT |
Spotify Technology S.A.
|
2,035 | $934,329 | |
| 4 | RDDT |
Reddit, Inc.
|
102 | $17,705 | |
| 5 | NBIS |
Nebius Group N.V.
|
48 | $13,256 | |
| 6 | BIDU |
Baidu, Inc.
|
58 | $6,628 | |
| 7 | PINS |
Pinterest, Inc.
|
134 | $2,818 | |
| 8 | EVER |
EverQuote, Inc.
|
103 | $2,450 |
All Filings in META
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,612,621 | 9,964 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $5,689,260 | 9,944 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $6,268,873 | 9,497 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||