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STRATEGIC PLANNING GROUP, LLC → META

STRATEGIC PLANNING GROUP, LLC META Position History

Meta Platforms, Inc. • Technology

Quarters held
4
Latest value
$30.4M
Q3 2026
Peak value
$30.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$20.1M
Q1 2026$21.9M
Q2 2026$22.9M
Q3 2026$30.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$30.4M41.9K——
Q2 2026$22.9M40.7K——
Q1 2026$21.9M38.3K——
Q4 2025$20.1M30.4K——

Other funds holding META

Other STRATEGIC PLANNING GROUP, LLC positions

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NVIDIA CORPORATION

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AMZN

AMAZON COM INC

$49.4M
FPF

FIRST TR EXCHANGE-TRADED FD

$49.3M
STT-PG

SPDR SERIES TRUST

$48.1M
AAPL

APPLE INC

$47.2M