Manager × security

Westside Investment Management, Inc. META holdings history

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META PLATFORMS INC-CLASS A · CUSIP 30303M102 · CIK 1538383

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Westside Investment Management, Inc. reported 15.93K META (shares), valued at $8.97M, or 1.18% of its reported non-derivative portfolio. Filed 2026-07-27.

Verify history & sources
Portfolio weight and quantity history
Reported portfolio weight
1.18%
Shares
15.93K
15,929
Reported value
$8.97M
USD

Shares increased 2.70%; reported value increased 1.03%, and weight changed -0.18 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.

QuarterWeightQuantitySource
Q2 20261.18%15,929SEC filingFiled Jul 27, 2026
Q1 20261.36%15,510SEC filingFiled May 4, 2026
Q4 20251.62%15,395SEC filingFiled Jan 23, 2026
Q3 20251.78%15,198SEC filingFiled Nov 4, 2025
Q2 20252.05%15,016SEC filingFiled Aug 5, 2025
Q1 20251.74%14,137SEC filingFiled Apr 25, 2025
Q4 20241.74%14,106SEC filingFiled Jan 17, 2025
Q3 20241.70%14,172SEC filingFiled Nov 20, 2024
Q2 20241.63%14,167SEC filingFiled Jul 17, 2024
Q1 20241.64%14,064SEC filingFiled Apr 19, 2024
Q4 20231.41%15,597SEC filingFiled Jan 12, 2024
Q3 20231.35%15,664SEC filingFiled Nov 15, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20231.35%15,664$4.70MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing
Filed Nov 15, 2023
Q4 20231.41%15,597$5.52MShares decreased 0.43%; reported value increased 17.41%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 12, 2024
Q1 20241.64%14,064$6.84MShares decreased 9.83%; reported value increased 23.90%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 19, 2024
Q2 20241.63%14,167$7.14MShares increased 0.73%; reported value increased 4.43%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jul 17, 2024
Q3 20241.70%14,172$7.97MShares increased 0.04%; reported value increased 11.50%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Nov 20, 2024
Q4 20241.74%14,106$8.26MShares decreased 0.47%; reported value increased 3.70%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 17, 2025
Q1 20251.74%14,137$8.17MShares increased 0.22%; reported value decreased 1.11%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 25, 2025
Q2 20252.05%15,016$11.04MShares increased 6.22%; reported value increased 35.12%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 5, 2025
Q3 20251.78%15,198$11.11MShares increased 1.21%; reported value increased 0.71%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Nov 4, 2025
Q4 20251.62%15,395$10.14MShares increased 1.30%; reported value decreased 8.81%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 23, 2026
Q1 20261.36%15,510$8.88MShares increased 0.75%; reported value decreased 12.37%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 4, 2026
Q2 20261.18%15,929$8.97MShares increased 2.70%; reported value increased 1.03%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jul 27, 2026
Westside Investment Management, Inc. · META PLATFORMS INC-CLASS A

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.