Position in META
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$527,205
+$73,757 QoQ
Shares Held
727
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#205
of 264 holders
Holding Since
Jun 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Derivatives in META
reported options exposure · as of Sep 30, 2026CallValue
$217,554
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Content & Information
Communication Services · as of Sep 30, 2026Planning Strategies Inc. holds $1,380,130 across 10 Internet Content & Information names. META ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
2,467 | $844,466 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
727 | $527,205 | |
| 3 | SPOT |
Spotify Technology S.A.
|
7 | $3,411 | |
| 4 | NBIS |
Nebius Group N.V.
|
9 | $2,122 | |
| 5 | PINS |
Pinterest, Inc.
|
70 | $1,322 | |
| 6 | RDDT |
Reddit, Inc.
|
5 | $712 | |
| 7 | ZG |
Zillow Group, Inc.
|
20 | $542 | |
| 8 | DJT |
Trump Media & Technology Group Corp.
|
18 | $163 |
All Filings in META
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $217,554 | 300 | Call | Sole | 2026-10-02 | |
| 2026-09-30 | $527,205 | 727 | Shares | Sole | 2026-10-02 | |
| 2026-06-30 | $168,987 | 300 | Call | Sole | 2026-07-27 | |
| 2026-06-30 | $453,448 | 805 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||