Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership26,980 shares
Latest Disclosed Value $ 15,436,498
EverSource Wealth Advisors, LLC reports 14.14% increase in ownership of META / Meta Platforms, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 26,980 shares of Meta Platforms, Inc. (MX:META) valued at $15,436,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 23,637 shares of Meta Platforms, Inc.. This represents a change in shares of 14.14% 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)
2026-05-15 2026-03-31 13F/A-1 META PLATFORMS INC CL A Stock 30303M102 26,980 3,343 14.14 15,436 -1.06 0.0717
2026-05-14 2026-03-31 13F META PLATFORMS INC CL A Stock 30303M102 24,557 920 1,994 0.0110
2026-02-06 2025-12-31 13F META PLATFORMS INC CL A Stock 30303M102 23,637 2,034 9.42 15,603 -1.65 0.5740
2025-11-10 2025-09-30 13F META PLATFORMS INC CL A Stock 30303M102 21,603 1,137 5.56 15,865 5.02 0.6275
2025-08-13 2025-06-30 13F META PLATFORMS INC CL A Stock 30303M102 20,466 2,528 14.09 15,105 46.11 0.6820
2025-05-13 2025-03-31 13F META PLATFORMS INC CL A Stock 30303M102 17,938 1,578 9.65 10,339 7.92 0.5676
2025-02-10 2024-12-31 13F META PLATFORMS INC CL A Stock 30303M102 16,360 708 4.52 9,579 6.92 0.5385
2024-11-08 2024-09-30 13F META PLATFORMS INC CL A Stock 30303M102 15,652 -38 -0.24 8,960 20.27 0.5673
2024-08-13 2024-06-30 13F META PLATFORMS INC CL A Stock 30303M102 15,690 -421 -2.61 7,450 7.49 0.4948
2024-06-11 2024-03-31 13F/A-1 META PLATFORMS INC CL A Stock 30303M102 16,111 56 0.35 6,930 21.96 0.5448
2024-05-13 2024-03-31 13F META PLATFORMS INC CL A Stock 30303M102 16,055 0 5,683 0.2012
2024-02-09 2023-12-31 13F META PLATFORMS INC CL A Stock 30303M102 16,055 1,880 13.26 5,683 33.54 0.5205
2023-11-03 2023-09-30 13F META PLATFORMS INC CL A Stock 30303M102 14,175 281 2.02 4,255 6.72 0.4513
2023-08-04 2023-06-30 13F META PLATFORMS INC CL A Stock 30303M102 13,894 676 5.11 3,987 42.34 0.4396
2023-05-11 2023-03-31 13F META PLATFORMS INC CL A Stock 30303M102 13,218 1,587 13.64 2,801 100.21 0.3487
2023-02-09 2022-12-31 13F META PLATFORMS INC CL A Stock 30303M102 11,631 4,331 59.33 1,400 41.31 0.2119
2022-11-07 2022-09-30 13F META PLATFORMS INC CL A Stock 30303M102 7,300 331 4.75 990 -11.92 0.2266
2022-08-01 2022-06-30 13F META PLATFORMS INC CL A Stock 30303M102 6,969 1,289 22.69 1,124 -11.08 0.2897
2022-05-25 2022-03-31 13F META PLATFORMS INC CL A Stock 30303M102 5,680 1,232 27.70 1,264 -15.51 0.3206
2022-02-17 2021-12-31 13F/A-1 META PLATFORMS INC CL A Stock 30303M102 4,448 4,448 1,496 0.4189
2022-02-07 2021-12-31 13F META PLATFORMS INC CL A Stock 30303M102 4,448 4,448 1,496 0.4191
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.