Caldwell Trust Co

Bank

Position in META — Meta Platforms, Inc.

CIK 2080218 Venice, FL

Position in META

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,934,259

+$253,009 QoQ

Shares Held

10,535

+6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,805

of 5,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Caldwell Trust Co holds $54,274,016 across 6 Internet Content & Information names. META ranks #2 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	135,217	$48,253,583
2	META	Meta Platforms, Inc. This page	10,535	$5,934,259
3	MTCH	Match Group, Inc.	1,025	$39,001
4	OPRA	Opera Ltd	1,245	$24,688
5	PPLI	People Inc	475	$21,926
6	BZFD	BuzzFeed, Inc.	383	$559

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,934,259	10,535	+6.1%	Shares	Sole	2026-08-03
2026-03-31	$5,681,250	9,930	+12.7%	Shares	Sole	2026-04-22
2025-12-31	$5,816,712	8,812	+19.6%	Shares	Sole	2026-01-30
2025-09-30	$5,408,707	7,365	+4.0%	Shares	Sole	2025-10-23
2025-06-30	$5,225,676	7,080	+12.5%	Shares	Sole	2025-09-22
2025-03-31	$3,625,879	6,291	+21.9%	Shares	Sole	2025-09-23
2024-12-31	$3,022,402	5,162	+14.9%	Shares	Sole	2025-09-24
2024-09-30	$2,571,972	4,493	+65.4%	Shares	Sole	2025-09-24
2024-06-30	$1,369,965	2,717	+18.8%	Shares	Sole	2025-09-24
2024-03-31	$1,110,521	2,287	+11.7%	Shares	Sole	2025-09-24
2023-12-31	$724,909	2,048	+8.3%	Shares	Sole	2025-10-01
2023-09-30	$567,696	1,891	+17.8%	Shares	Sole	2025-10-01
2023-06-30	$460,602	1,605	+125.4%	Shares	Sole	2025-10-01
2023-03-31	$150,901	712	+0.8%	Shares	Sole	2025-10-01
2022-12-31	$84,959	706	-14.4%	Shares	Sole	2025-10-01
2022-09-30	$111,935	825	-10.8%	Shares	Sole	2025-10-01
2022-06-30	$149,155	925	-25.6%	Shares	Sole	2025-10-02
2022-03-31	$276,392	1,243	-12.8%	Shares	Sole	2025-10-02
2021-12-31	$479,634	1,426	-5.9%	Shares	Sole	2025-10-02
2021-09-30	$514,175	1,515	-3.2%	Shares	Sole	2025-10-02
2021-06-30	$544,165	1,565	+24.4%	Shares	Sole	2025-10-02
2021-03-31	$370,517	1,258	0.0%	Shares	Sole	2025-10-02
2020-12-31	$343,634	1,258	+10.5%	Shares	Sole	2025-10-02
2020-09-30	$298,042	1,138	0.0%	Shares	Sole	2025-10-02
2020-06-30	$258,405	1,138	-30.5%	Shares	Sole	2025-10-02
2020-03-31	$273,218	1,638	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.