Manager × security

MOUNT VERNON ASSOCIATES INC /MD/ META holdings history

Who else holds this security? →

META PLATFORMS INC-CLASS A · CUSIP 30303M102 · CIK 799003

Some filings reported values in thousands; those figures were scaled ×1000 to dollars.
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, MOUNT VERNON ASSOCIATES INC /MD/ reported 12.42K META (shares), valued at $7.00M, or 4.56% of its reported non-derivative portfolio. Filed 2026-07-24.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
4.56%
Shares
12.42K
12,419
Reported value
$7.00M
USD

Shares decreased 5.34%; reported value decreased 6.81%, and weight changed -0.74 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 20264.56%12,419SEC filing ↗Filed Jul 24, 2026
Q1 20265.30%13,119SEC filing ↗Filed Apr 28, 2026
Q4 20255.84%13,154SEC filing ↗Filed Jan 22, 2026
Q3 20256.74%13,139SEC filing ↗Filed Oct 24, 2025
Q2 20257.18%13,469SEC filing ↗Filed Jul 22, 2025
Q1 20256.36%13,530SEC filing ↗Filed Apr 23, 2025
Q4 20246.20%13,595SEC filing ↗Filed Jan 14, 2025
Q3 20246.19%13,619SEC filing ↗Filed Oct 15, 2024
Q2 20246.04%13,514SEC filing ↗Filed Jul 19, 2024
Q1 20245.78%14,039SEC filing ↗Filed Apr 22, 2024
Q4 20234.88%14,064SEC filing ↗Filed Jan 26, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20234.88%14,064$4.98MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Jan 26, 2024
Q1 20245.78%14,039$6.82MShares decreased 0.18%; reported value increased 36.94%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 22, 2024
Q2 20246.04%13,514$6.81MShares decreased 3.74%; reported value decreased 0.04%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 19, 2024
Q3 20246.19%13,619$7.80MShares increased 0.78%; reported value increased 14.41%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 15, 2024
Q4 20246.20%13,595$7.96MShares decreased 0.18%; reported value increased 2.10%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 14, 2025
Q1 20256.36%13,530$7.80MShares decreased 0.48%; reported value decreased 2.04%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2025
Q2 20257.18%13,469$9.94MShares decreased 0.45%; reported value increased 27.48%, and weight changed +0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 22, 2025
Q3 20256.74%13,139$9.65MShares decreased 2.45%; reported value decreased 2.94%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 24, 2025
Q4 20255.84%13,154$8.68MShares increased 0.11%; reported value decreased 10.01%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 22, 2026
Q1 20265.30%13,119$7.51MShares decreased 0.27%; reported value decreased 13.56%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 28, 2026
Q2 20264.56%12,419$7.00MShares decreased 5.34%; reported value decreased 6.81%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 24, 2026
MOUNT VERNON ASSOCIATES INC /MD/ · META PLATFORMS INC-CLASS A

Take these holdings further.

This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"799003","quarter":"2026Q2","cusip":"30303M102"}

get_institutional_manager_history
{"cik":"799003","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

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.