SUMMIT WEALTH GROUP LLC / CO
Position in META — Meta Platforms, Inc.
CIK 2081278
COLORADO SPRINGS, CO
Position in META
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,144,445
+$239,825 QoQ
Shares Held
3,807
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#2,672
of 5,018 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $7,316,007 across 3 Internet Content & Information names. META ranks #2 (29.3% of the industry book) .
All Filings in META
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,144,445 | 3,807 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,904,620 | 3,329 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,662,766 | 2,519 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,573,267 | 3,504 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,576,560 | 2,136 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||