Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionClient 1st Advisory Group, Llc
Latest Disclosed Ownership2,068 shares
Latest Disclosed Value $ 1,183,179
Client 1st Advisory Group, Llc reports 2.89% increase in ownership of META / Meta Platforms, Inc.

On April 15, 2026 - Client 1st Advisory Group, Llc filed a 13F-HR form disclosing ownership of 2,068 shares of Meta Platforms, Inc. (MX:META) valued at $1,183,179 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 2,010 shares of Meta Platforms, Inc.. This represents a change in shares of 2.89% 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 CL A 30303M102 2,068 58 2.89 1,183 -10.78 0.3594
2026-01-12 2025-12-31 13F META PLATFORMS CL A 30303M102 2,010 65 3.34 1,327 -7.14 0.4149
2025-10-17 2025-09-30 13F META PLATFORMS CL A 30303M102 1,945 88 4.74 1,428 4.23 0.4729
2025-07-18 2025-06-30 13F META PLATFORMS CL A 30303M102 1,857 10 0.54 1,371 28.76 0.4971
2025-05-19 2025-03-31 13F META PLATFORMS CL A 30303M102 1,847 0 0.00 1,065 -1.57 0.4143
2025-01-16 2024-12-31 13F META PLATFORMS CL A 30303M102 1,847 -7 -0.38 1,081 1.89 0.4161
2025-02-10 2024-09-30 13F META PLATFORMS CL A 30303M102 1,854 -333 -15.23 1,061 -3.72 0.4217
2024-08-08 2024-06-30 13F META PLATFORMS CL A 30303M102 2,187 127 6.17 1,103 10.20 0.4748
2024-05-09 2024-03-31 13F META PLATFORMS CL A 30303M102 2,060 201 10.81 1,000 51.98 0.4493
2024-02-13 2023-12-31 13F META PLATFORMS CL A 30303M102 1,859 180 10.72 658 30.56 0.3194
2023-11-14 2023-09-30 13F META PLATFORMS CL A 30303M102 1,679 0 0.00 504 4.78 0.2665
2023-08-14 2023-06-30 13F META PLATFORMS CL A 30303M102 1,679 -130 -7.19 482 25.59 0.2538
2023-05-15 2023-03-31 13F META PLATFORMS CL A 30303M102 1,809 -578 -24.21 383 33.45 0.2079
2023-02-13 2022-12-31 13F META PLATFORMS CL A 30303M102 2,387 0 0.00 287 -11.42 0.1679
2022-11-23 2022-09-30 13F META PLATFORMS CL A 30303M102 2,387 333 16.21 324 -2.11 0.2015
2022-08-12 2022-06-30 13F META PLATFORMS CL A 30303M102 2,054 -7 -0.34 331 -27.73 0.1969
2022-05-13 2022-03-31 13F META PLATFORMS CL A 30303M102 2,061 802 63.70 458 8.27 0.2238
2022-02-14 2021-12-31 13F META PLATFORMS CL A 30303M102 1,259 122 10.73 423 9.59 0.2065
2021-11-12 2021-09-30 13F FACEBOOK CL A 30303M102 1,137 75 7.06 386 4.61 0.1971
2021-08-03 2021-06-30 13F FACEBOOK CL A 30303M102 1,062 106 11.09 369 30.85 0.1914
2021-05-12 2021-03-31 13F FACEBOOK CL A 30303M102 956 0 0.00 282 17.50 0.1615
2021-02-11 2020-12-31 13F FACEBOOK CL A 30303M102 956 0 0.00 240 -9.09 0.1558
2020-11-12 2020-09-30 13F FACEBOOK CL A 30303M102 956 -74 -7.18 264 9.54 0.1850
2020-08-13 2020-06-30 13F FACEBOOK CL A 30303M102 1,030 1,030 241 0.1997
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.