PDS Planning, Inc

Position in META — Meta Platforms, Inc.

CIK 838618 DUBLIN, OH

Position in META

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,064,783

+$61,912 QoQ

Shares Held

12,542

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,680

of 5,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

PDS Planning, Inc holds $40,737,803 across 5 Internet Content & Information names. META ranks #2 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	91,966	$32,674,009
2	META	Meta Platforms, Inc. This page	12,542	$7,064,783
3	SPOT	Spotify Technology S.A.	1,226	$562,893
4	NBIS	Nebius Group N.V.	1,035	$285,835
5	TME	Tencent Music Entertainment Group	17,998	$150,283

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,064,783	12,542	+2.5%	Shares	Sole	2026-08-05
2026-03-31	$7,002,871	12,240	-0.1%	Shares	Sole	2026-04-22
2025-12-31	$8,088,082	12,253	+1.7%	Shares	Sole	2026-01-26
2025-09-30	$8,845,607	12,045	-0.0%	Shares	Sole	2025-10-21
2025-06-30	$8,893,984	12,050	+8.6%	Shares	Sole	2025-07-24
2025-03-31	$6,392,985	11,092	+11.5%	Shares	Sole	2025-04-24
2024-12-31	$5,825,824	9,950	+1.3%	Shares	Sole	2025-02-10
2024-09-30	$5,620,215	9,818	+4.3%	Shares	Sole	2024-10-30
2024-06-30	$4,745,214	9,411	+1.5%	Shares	Sole	2024-08-08
2024-03-31	$4,502,297	9,272	+4.5%	Shares	Sole	2024-05-01
2023-12-31	$3,140,687	8,873	-4.1%	Shares	Sole	2024-02-01
2023-09-30	$2,776,642	9,249	+3.7%	Shares	Sole	2023-10-23
2023-06-30	$2,558,713	8,916	+16.6%	Shares	Sole	2023-07-21
2023-03-31	$1,620,917	7,648	+55.0%	Shares	Sole	2023-05-02
2022-12-31	$593,757	4,934	-13.9%	Shares	Sole	2023-01-27
2022-09-30	$777,310	5,729	-4.8%	Shares	Sole	2022-11-02
2022-06-30	$969,918	6,015	+23.8%	Shares	Sole	2022-07-15
2022-03-31	$1,080,224	4,858	-21.0%	Shares	Sole	2022-04-18
2021-12-31	$2,068,888	6,151	+28.7%	Shares	Sole	2022-01-25
2021-09-30	$1,622,623	4,781	+49.5%	Shares	Sole	2021-10-22
2021-06-30	$1,111,628	3,197	+17.4%	Shares	Sole	2021-07-26
2021-03-31	$802,005	2,723	-2.8%	Shares	Sole	2021-04-20
2020-12-31	$765,121	2,801	+12.3%	Shares	Sole	2021-01-21
2020-09-30	$653,178	2,494	+9.0%	Shares	Sole	2020-10-19
2020-06-30	$519,763	2,289	+13.2%	Shares	Sole	2020-08-11
2020-03-31	$337,269	2,022	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.