PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in META — Meta Platforms, Inc.
CIK 2145782
WALTHAM, MA
Position in META
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,560,313
+$93,372 QoQ
Shares Held
2,770
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#2,965
of 5,003 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $5,772,885 across 4 Internet Content & Information names. META ranks #2 (27.0% of the industry book) .
All Filings in META
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,560,313 | 2,770 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,466,941 | 2,564 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $1,719,534 | 2,605 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $710,879 | 968 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $597,114 | 809 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $564,256 | 979 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $548,037 | 936 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $431,619 | 754 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $288,413 | 572 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $286,006 | 589 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $216,623 | 612 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $183,728 | 612 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $217,817 | 759 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $145,390 | 686 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $77,619 | 645 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||