Position in META
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,003,782
+$123,847 QoQ
Shares Held
1,782
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,406
of 5,003 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $13,162,327 across 11 Internet Content & Information names. META ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
21,147 | $7,557,303 | |
| 2 | PINS |
Pinterest, Inc.
|
176,918 | $3,720,585 | |
| 3 | META |
Meta Platforms, Inc.
This page
|
1,782 | $1,003,782 | |
| 4 | NBIS |
Nebius Group N.V.
|
3,014 | $832,376 | |
| 5 | SPOT |
Spotify Technology S.A.
|
27 | $12,396 | |
| 6 | BIDU |
Baidu, Inc.
|
100 | $11,429 | |
| 7 | DJT |
Trump Media & Technology Group Corp.
|
1,156 | $8,947 | |
| 8 | RDDT |
Reddit, Inc.
|
41 | $7,116 |
All Filings in META
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,782 | 1,782 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $879,935 | 1,538 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,266,712 | 1,919 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $923,115 | 1,257 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $828,136 | 1,122 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $583,852 | 1,013 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $435,619 | 744 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $463,103 | 809 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $385,224 | 764 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $397,690 | 819 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,110,372 | 3,137 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $970,278 | 3,232 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $912,022 | 3,178 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $938,682 | 4,429 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $511,083 | 4,247 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $631,861 | 4,657 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $908,482 | 5,634 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $404,028 | 1,817 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $599,375 | 1,782 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $632,283 | 1,863 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $690,552 | 1,986 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $545,175 | 1,851 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $476,117 | 1,743 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $466,443 | 1,781 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $261,811 | 1,153 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $62,550 | 375 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||