Position in META
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$453,448
New position
Shares Held
805
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#4,160
of 5,003 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in META
reported options exposure · as of Jun 30, 2026CallValue
$168,987
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 Jun 30, 2026Planning Strategies Inc. holds $850,114 across 7 Internet Content & Information names. META ranks #1 (53.3% of the industry book) .
All Filings in META
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||