Position in META
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$45,213,145
+$6,162,221 QoQ
Shares Held
79,026
+33.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Mar 31, 2026Clearstead Advisors, LLC holds $162,714,166 across 14 Internet Content & Information names. META ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
401,869 | $115,561,449 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
79,026 | $45,213,145 | |
| 3 | SPOT |
Spotify Technology S.A.
|
2,338 | $1,133,719 | |
| 4 | NBIS |
Nebius Group N.V.
|
5,885 | $610,627 | |
| 5 | GENI |
Genius Sports Ltd
|
26,495 | $117,372 | |
| 6 | BIDU |
Baidu, Inc.
|
181 | $20,167 | |
| 7 | SSTK |
Shutterstock, Inc.
|
1,000 | $16,610 | |
| 8 | UPXI |
Upexi, Inc.
|
16,000 | $15,776 |
All Filings in META
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,213,145 | 79,026 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $39,050,924 | 59,160 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $21,734,710 | 29,596 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,882,780 | 28,293 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,496,606 | 25,152 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,202,130 | 24,256 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,140,985 | 24,703 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,907,659 | 23,616 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,420,147 | 15,281 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,593,629 | 15,803 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,639,745 | 15,455 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,349,181 | 15,155 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,493,474 | 11,765 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,004,959 | 8,351 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,131,939 | 15,713 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,625,150 | 16,280 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,797,686 | 17,079 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,089,006 | 12,157 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,969,844 | 11,697 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,912,780 | 11,253 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,255,734 | 11,054 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,078,240 | 11,269 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,951,351 | 11,269 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,344,043 | 10,323 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,721,042 | 10,318 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||