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COMPASS FINANCIAL MANAGEMENT LLC

Position in META — Meta Platforms, Inc.

CIK 2148724 TAMPA, FL

Position in META

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$8,808,165
New position
Shares Held
15,637
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#1,525
of 5,026 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Derivatives in META

reported options exposure · as of Jun 30, 2026
CallValue
$59,345
CallShares
2,000
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, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $27,694,334 across 7 Internet Content & Information names. META ranks #2 (31.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 META
Meta Platforms, Inc.
This page
15,637 $8,808,165

All Filings in META

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,808,165 15,637
2026-06-30 $59,345 2,000