Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership100,664 shares
Latest Disclosed Value $ 57,593,101
HB Wealth Management, LLC reports 6.88% increase in ownership of META / Meta Platforms, Inc.

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 100,664 shares of Meta Platforms, Inc. (MX:META) valued at $57,593,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 94,184 shares of Meta Platforms, Inc.. This represents a change in shares of 6.88% 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)
2026-04-27 2026-03-31 13F META PLATFORMS CL A 30303M102 100,664 6,480 6.88 57,593 -7.36 0.3728
2026-01-28 2025-12-31 13F META PLATFORMS CL A 30303M102 94,184 6,273 7.14 62,170 -3.70 0.4021
2025-10-23 2025-09-30 13F META PLATFORMS CL A 30303M102 87,911 13,020 17.39 64,560 16.80 0.4372
2025-07-17 2025-06-30 13F META PLATFORMS CL A 30303M102 74,891 342 0.46 55,277 28.65 0.4393
2025-05-07 2025-03-31 13F META PLATFORMS CL A 30303M102 74,549 14,172 23.47 42,967 21.53 0.3597
2025-01-15 2024-12-31 13F META PLATFORMS CL A 30303M102 60,377 3,107 5.43 35,355 7.85 0.3612
2024-10-15 2024-09-30 13F META PLATFORMS CL A 30303M102 57,270 7,465 14.99 32,784 30.55 0.3517
2024-07-26 2024-06-30 13F META PLATFORMS CL A 30303M102 49,805 8,656 21.04 25,113 25.68 0.2930
2024-04-30 2024-03-31 13F META PLATFORMS CL A 30303M102 41,149 1,507 3.80 19,981 42.41 0.2514
2024-01-16 2023-12-31 13F META PLATFORMS CL A 30303M102 39,642 1,898 5.03 14,032 23.83 0.2017
2023-10-13 2023-09-30 13F META PLATFORMS CL A 30303M102 37,744 6,332 20.16 11,331 25.70 0.1829
2023-07-13 2023-06-30 13F META PLATFORMS CL A 30303M102 31,412 1,235 4.09 9,015 40.95 0.1439
2023-04-13 2023-03-31 13F META PLATFORMS CL A 30303M102 30,177 4,968 19.71 6,396 110.85 0.1110
2023-01-20 2022-12-31 13F META PLATFORMS CL A 30303M102 25,209 5,192 25.94 3,034 11.67 0.0552
2022-10-19 2022-09-30 13F META PLATFORMS CL A 30303M102 20,017 -620 -3.00 2,716 -18.39 0.0578
2022-07-15 2022-06-30 13F META PLATFORMS CL A 30303M102 20,637 427 2.11 3,328 -25.95 0.0683
2022-05-16 2022-03-31 13F META PLATFORMS CL A 30303M102 20,210 4,212 26.33 4,494 -16.48 0.0833
2022-02-15 2021-12-31 13F META PLATFORMS CL A 30303M102 15,998 15,998 5,381 0.1082
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.