Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership917 shares
Latest Disclosed Value $ 524,644
Atwood & Palmer Inc reports 7.37% decrease in ownership of META / Meta Platforms, Inc.

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 917 shares of Meta Platforms, Inc. (MX:META) valued at $524,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 990 shares of Meta Platforms, Inc.. This represents a change in shares of -7.37% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F META PLATFORMS COM 30303M102 917 -73 -7.37 525 -19.75 0.0296
2026-01-28 2025-12-31 13F META PLATFORMS COM 30303M102 990 -156 -13.61 653 -22.35 0.0371
2025-10-15 2025-09-30 13F META PLATFORMS COM 30303M102 1,146 -2 -0.17 842 -0.71 0.0494
2025-07-08 2025-06-30 13F META PLATFORMS COM 30303M102 1,148 33 2.96 847 31.93 0.0530
2025-04-15 2025-03-31 13F META PLATFORMS COM 30303M102 1,115 100 9.85 643 8.08 0.0446
2025-01-16 2024-12-31 13F META PLATFORMS COM 30303M102 1,015 -5 -0.49 594 1.89 0.0407
2024-10-07 2024-09-30 13F META PLATFORMS COM 30303M102 1,020 -77 -7.02 584 5.42 0.0397
2024-07-10 2024-06-30 13F META PLATFORMS COM 30303M102 1,097 1 0.09 553 3.95 0.0419
2024-04-10 2024-03-31 13F META PLATFORMS COM 30303M102 1,096 1 0.09 532 37.47 0.0404
2024-01-12 2023-12-31 13F META PLATFORMS CL A 30303M102 1,095 -41 -3.61 388 13.49 0.0313
2023-10-20 2023-09-30 13F META PLATFORMS COM 30303M102 1,136 -25 -2.15 341 2.40 0.0299
2023-07-18 2023-06-30 13F META PLATFORMS COM 30303M102 1,161 26 2.29 333 38.75 0.0298
2023-04-21 2023-03-31 13F META PLATFORMS COM 30303M102 1,135 0 0.00 241 76.47 0.0226
2023-01-31 2022-12-31 13F META PLATFORMS COM 30303M102 1,135 0 0.00 137 -11.69 0.0123
2022-10-12 2022-09-30 13F META PLATFORMS COM 30303M102 1,135 -89 -7.27 154 -21.83 0.0153
2022-07-21 2022-06-30 13F META PLATFORMS COM 30303M102 1,224 89 7.84 197 -21.83 0.0192
2022-04-29 2022-03-31 13F META PLATFORMS COM 30303M102 1,135 -35 -2.99 252 -36.04 0.0218
2022-01-24 2021-12-31 13F META PLATFORMS COM 30303M102 1,170 -177 -13.14 394 -13.79 0.0330
2021-10-29 2021-09-30 13F/A-1 FACEBOOK COM 30303M102 1,347 35 2.67 457 0.22 0.0408
2021-10-19 2021-09-30 13F FACEBOOK COM 30303M102 1,347 35 457 0.0408
2021-07-26 2021-06-30 13F FACEBOOK COM 30303M102 1,312 -75 -5.41 456 11.49 0.0410
2021-04-26 2021-03-31 13F FACEBOOK COM 30303M102 1,387 0 0.00 409 7.92 0.0394
2021-02-04 2020-12-31 13F FACEBOOK COM 30303M102 1,387 0 0.00 379 4.41 0.0407
2020-10-28 2020-09-30 13F FACEBOOK COM 30303M102 1,387 100 7.77 363 24.32 0.0457
2020-07-24 2020-06-30 13F FACEBOOK COM 30303M102 1,287 0 0.00 292 35.81 0.0395
2020-04-20 2020-03-31 13F FACEBOOK COM 30303M102 1,287 0 0.00 215 -18.56 0.0338
2020-02-05 2019-12-31 13F FACEBOOK COM 30303M102 1,287 0 0.00 264 15.28 0.0339
2019-10-21 2019-09-30 13F FACEBOOK COM 30303M102 1,287 0 0.00 229 -7.66 0.0309
2019-07-17 2019-06-30 13F FACEBOOK COM 30303M102 1,287 -300 -18.90 248 -6.42 0.0335
2019-04-23 2019-03-31 13F FACEBOOK COM 30303M102 1,587 0 0.00 265 27.40 0.0375
2019-02-01 2018-12-31 13F FACEBOOK COM 30303M102 1,587 -1 -0.06 208 -20.31 0.0330
2018-10-29 2018-09-30 13F FACEBOOK COM 30303M102 1,588 1 0.06 261 -15.26 0.0341
2018-07-19 2018-06-30 13F FACEBOOK COM 30303M102 1,587 0 0.00 308 21.26 0.0423
2018-04-30 2018-03-31 13F FACEBOOK COM 30303M102 1,587 -486 -23.44 254 -30.60 0.0362
2018-02-08 2017-12-31 13F FACEBOOK COM 30303M102 2,073 -150 -6.75 366 -3.68 0.0513
2017-10-16 2017-09-30 13F FACEBOOK COM 30303M102 2,223 -745 -25.10 380 -15.18 0.0550
2017-08-08 2017-06-30 13F FACEBOOK CL A 30303M102 2,968 0 0.00 448 6.16 0.0703
2017-04-28 2017-03-31 13F FACEBOOK COM 30303M102 2,968 0 0.00 422 23.75 0.0675
2017-02-06 2016-12-31 13F FACEBOOK COM 30303M102 2,968 0 0.00 341 -10.50 0.0613
2016-11-08 2016-09-30 13F FACEBOOK COM 30303M102 2,968 0 0.00 381 12.39 0.0692
2016-07-21 2016-06-30 13F FACEBOOK COM 30303M102 2,968 0 0.00 339 0.00 0.0613
2016-04-28 2016-03-31 13F FACEBOOK COM 30303M102 2,968 352 13.46 339 23.72 0.0603
2016-01-28 2015-12-31 13F FACEBOOK COM 30303M102 2,616 1,000 61.88 274 88.97 0.0520
2015-11-12 2015-09-30 13F FACEBOOK COM 30303M102 1,616 168 11.60 145 16.94 0.0283
2015-07-31 2015-06-30 13F FACEBOOK COM 30303M102 1,448 298 25.91 124 30.53 0.0223
2015-05-05 2015-03-31 13F FACEBOOK COM 30303M102 1,150 -170 -12.88 95 -7.77 0.0170
2015-02-17 2014-12-31 13F FACEBOOK COM 30303M102 1,320 50 3.94 103 3.00 0.0192
2014-12-02 2014-09-30 13F/A-1 FACEBOOK COM 30303M102 1,270 200 18.69 100 38.89 0.0189
2014-11-12 2014-09-30 13F FACEBOOK COM 30303M102 1,270 200 100 0.0183
2014-08-11 2014-06-30 13F FACEBOOK COM 30303M102 1,070 1,070 72 0.0192
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.