META PLATFORMS INC-CLASS A · CUSIP 30303M102 · CIK 1464811
As of 2026-06-30, B. Riley Wealth Advisors, Inc. reported 59.41K META (shares), valued at $33.43M, or 1.83% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 0.03%; reported value increased 4.92%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.83% | 59,413 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 2.06% | 59,398 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 2.14% | 68,479 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 2.29% | 64,943 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 2.38% | 66,385 | SEC filing ↗Filed Aug 19, 2025 |
| Q1 2025 | 1.20% | 68,760 | SEC filing ↗Filed Aug 28, 2026 |
| Q4 2024 | 1.17% | 61,020 | SEC filing ↗Filed Feb 25, 2025 |
| Q3 2024 | 1.04% | 64,861 | SEC filing ↗Filed Dec 13, 2024 |
| Q2 2024 | 0.99% | 77,176 | SEC filing ↗Filed Aug 19, 2024 |
| Q1 2024 | 0.78% | 95,882 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 0.85% | 89,582 | SEC filing ↗Filed Mar 15, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.85% | 89,582 | $31.71M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Mar 15, 2024 |
| Q1 2024 | 0.78% | 95,882 | $28.78M | Shares increased 7.03%; reported value decreased 9.22%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 0.99% | 77,176 | $38.91M | Shares decreased 19.51%; reported value increased 35.19%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2024 |
| Q3 2024 | 1.04% | 64,861 | $37.38M | Shares decreased 15.96%; reported value decreased 3.93%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 13, 2024 |
| Q4 2024 | 1.17% | 61,020 | $35.73M | Shares decreased 5.92%; reported value decreased 4.43%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 25, 2025 |
| Q1 2025 | 1.20% | 68,760 | $39.63M | Shares increased 12.68%; reported value increased 10.92%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 28, 2026 |
| Q2 2025 | 2.38% | 66,385 | $49.00M | Shares decreased 3.45%; reported value increased 23.64%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2025 |
| Q3 2025 | 2.29% | 64,943 | $47.69M | Shares decreased 2.17%; reported value decreased 2.66%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 2.14% | 68,479 | $45.20M | Shares increased 5.44%; reported value decreased 5.22%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 2.06% | 59,398 | $31.86M | Shares decreased 13.26%; reported value decreased 29.52%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 1.83% | 59,413 | $33.43M | Shares increased 0.03%; reported value increased 4.92%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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