Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionCapstone Financial Advisors, Inc.
Latest Disclosed Ownership3,027 shares
Latest Disclosed Value $ 1,732,113
Capstone Financial Advisors, Inc. reports 2.09% increase in ownership of META / Meta Platforms, Inc.

On May 15, 2026 - Capstone Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,027 shares of Meta Platforms, Inc. (MX:META) valued at $1,732,113 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,965 shares of Meta Platforms, Inc.. This represents a change in shares of 2.09% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F META PLATFORMS CL A 30303M102 3,027 62 2.09 1,732 -11.50 0.0933
2026-02-17 2025-12-31 13F META PLATFORMS CL A 30303M102 2,965 62 2.14 1,957 -8.21 0.1042
2025-11-14 2025-09-30 13F META PLATFORMS CL A 30303M102 2,903 609 26.55 2,132 26.00 0.1156
2025-08-08 2025-06-30 13F META PLATFORMS CL A 30303M102 2,294 -448 -16.34 1,693 7.09 0.0981
2025-05-09 2025-03-31 13F META PLATFORMS CL A 30303M102 2,742 -198 -6.73 1,580 -8.19 0.0992
2025-02-14 2024-12-31 13F META PLATFORMS CL A 30303M102 2,940 566 23.84 1,722 26.73 0.1063
2024-11-14 2024-09-30 13F META PLATFORMS CL A 30303M102 2,374 185 8.45 1,359 23.12 0.0836
2024-08-13 2024-06-30 13F META PLATFORMS CL A 30303M102 2,189 174 8.64 1,104 12.78 0.0729
2024-05-14 2024-03-31 13F META PLATFORMS CL A 30303M102 2,015 316 18.60 979 62.73 0.0658
2024-02-13 2023-12-31 13F META PLATFORMS CL A 30303M102 1,699 41 2.47 601 20.93 0.0431
2023-11-13 2023-09-30 13F META PLATFORMS CL A 30303M102 1,658 7 0.42 498 5.07 0.0393
2023-08-15 2023-06-30 13F META PLATFORMS CL A 30303M102 1,651 -646 -28.12 474 -2.67 0.0356
2023-05-12 2023-03-31 13F META PLATFORMS CL A 30303M102 2,297 172 8.09 487 90.59 0.0385
2023-02-15 2022-12-31 13F META PLATFORMS CL A 30303M102 2,125 2,125 256 0.0216
2022-05-13 2022-03-31 13F META PLATFORMS CL A 30303M102 0 -732 -100.00 0 -100.00
2022-02-11 2021-12-31 13F META PLATFORMS CL A 30303M102 732 -94 -11.38 246 -12.14 0.0178
2021-11-15 2021-09-30 13F FACEBOOK CL A 30303M102 826 75 9.99 280 7.28 0.0219
2021-08-16 2021-06-30 13F FACEBOOK CL A 30303M102 751 751 261 0.0206
2021-05-12 2021-03-31 13F FACEBOOK CL A 30303M102 0 -998 -100.00 0 -100.00
2021-02-16 2020-12-31 13F FACEBOOK CL A 30303M102 998 108 12.13 273 17.17 0.0259
2020-11-13 2020-09-30 13F FACEBOOK CL A 30303M102 890 0 0.00 233 15.35 0.0246
2020-08-14 2020-06-30 13F FACEBOOK CL A 30303M102 890 890 0.00 202 -13.30 0.0231
2020-05-14 2020-03-31 13F FACEBOOK CL A 30303M102 0 -1,135 -100.00 0 -100.00
2020-02-14 2019-12-31 13F FACEBOOK CL A 30303M102 1,135 -199 -14.92 233 -2.10 0.0328
2019-11-12 2019-09-30 13F FACEBOOK CL A 30303M102 1,334 -778 -36.84 238 -41.67 0.0364
2019-08-12 2019-06-30 13F FACEBOOK CL A 30303M102 2,112 175 9.03 408 26.32 0.0660
2019-05-14 2019-03-31 13F FACEBOOK CL A 30303M102 1,937 -179 -8.46 323 16.61 0.0552
2019-02-14 2018-12-31 13F FACEBOOK CL A 30303M102 2,116 -717 -25.31 277 -40.56 0.0556
2018-11-19 2018-09-30 13F FACEBOOK CL A 30303M102 2,833 -90 -3.08 466 -17.96 0.1158
2018-08-14 2018-06-30 13F FACEBOOK CL A 30303M102 2,923 441 17.77 568 43.07 0.1705
2018-05-15 2018-03-31 13F FACEBOOK CL A 30303M102 2,482 -663 -21.08 397 -28.47 0.1310
2018-02-14 2017-12-31 13F FACEBOOK COM CL A 30303M102 3,145 -839 -21.06 555 -18.50 0.2071
2017-11-14 2017-09-30 13F FACEBOOK CL A 30303M102 3,984 -881 -18.11 681 -7.35 0.3028
2017-08-14 2017-06-30 13F FACEBOOK CL A 30303M102 4,865 852 21.23 735 28.95 0.3553
2017-05-12 2017-03-31 13F FACEBOOK CL A 30303M102 4,013 -286 -6.65 570 15.15 0.2891
2017-02-14 2016-12-31 13F FACEBOOK CL A 30303M102 4,299 -796 -15.62 495 -24.31 0.2259
2016-11-14 2016-09-30 13F FACEBOOK CL A 30303M102 5,095 919 22.01 654 37.11 0.3472
2016-08-12 2016-06-30 13F FACEBOOK COM CL A 30303M102 4,176 -670 -13.83 477 -13.74 0.2577
2016-05-09 2016-03-31 13F FACEBOOK COM 30303M102 4,846 2,030 72.09 553 87.46 0.2189
2016-02-10 2015-12-31 13F FACEBOOK COM 30303M102 2,816 2,816 -41.89 295 -46.65 0.1048
2015-08-13 2015-06-30 13F FACEBOOK COM 30303M102 0 -2,765 -100.00 0 -100.00
2015-05-13 2015-03-31 13F FACEBOOK COM 30303M102 2,765 -279 -9.17 227 -4.22 0.0872
2015-02-13 2014-12-31 13F FACEBOOK COM 30303M102 3,044 -620 -16.92 237 -18.28 0.0737
2014-11-13 2014-09-30 13F FACEBOOK COM 30303M102 3,664 618 20.29 290 41.46 0.1765
2014-08-11 2014-06-30 13F FACEBOOK CL A 30303M102 3,046 3,046 205 0.1426
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.