Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership2,144 shares
Latest Disclosed Value $ 1,226,447
Heritage Wealth Advisors reports 23.64% increase in ownership of META / Meta Platforms, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 2,144 shares of Meta Platforms, Inc. (MX:META) valued at $1,226,447 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,734 shares of Meta Platforms, Inc.. This represents a change in shares of 23.64% 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)
2026-05-13 2026-03-31 13F Meta Platforms COM 30303M102 2,144 410 23.64 1,226 7.17 0.0479
2026-02-13 2025-12-31 13F Meta Platforms COM 30303M102 1,734 0 0.00 1,144 -10.13 0.0437
2025-11-13 2025-09-30 13F Meta Platforms COM 30303M102 1,734 85 5.15 1,273 4.60 0.0557
2025-08-11 2025-06-30 13F Meta Platforms COM 30303M102 1,649 0 0.00 1,217 28.11 0.0578
2025-05-08 2025-03-31 13F Meta Platforms COM 30303M102 1,649 -15 -0.90 950 -2.46 0.0481
2025-02-12 2024-12-31 13F Meta Platforms COM 30303M102 1,664 36 2.21 974 4.62 0.0483
2024-11-12 2024-09-30 13F Meta Platforms COM 30303M102 1,628 56 3.56 932 17.55 0.0437
2024-12-12 2024-06-30 13F/A-1 Meta Platforms COM 30303M102 1,572 -212 -11.88 793 -8.55 0.0358
2024-08-06 2024-06-30 13F Meta Platforms COM 30303M102 1,572 -212 793 0.0358
2024-12-12 2024-03-31 13F/A-1 Meta Platforms COM 30303M102 1,784 -111 -5.86 866 29.25 0.0395
2024-05-08 2024-03-31 13F Meta Platforms COM 30303M102 1,784 -111 866 0.0397
2024-12-12 2023-12-31 13F/A-1 Meta Platforms COM 30303M102 1,895 4 0.21 671 18.17 0.0334
2024-02-12 2023-12-31 13F Meta Platforms COM 30303M102 2,061 170 730 0.0363
2024-12-12 2023-09-30 13F/A-1 Meta Platforms COM 30303M102 1,891 43 2.33 568 6.98 0.0310
2023-11-09 2023-09-30 13F Meta Platforms COM 30303M102 1,891 43 568 0.0310
2024-12-12 2023-06-30 13F/A-1 Meta Platforms COM 30303M102 1,848 54 3.01 530 39.47 0.0281
2023-08-09 2023-06-30 13F Meta Platforms COM 30303M102 1,848 54 530 0.0281
2023-05-04 2023-03-31 13F Meta Platforms COM 30303M102 1,794 -224 -11.10 380 57.02 0.0212
2024-12-12 2022-12-31 13F/A-1 Meta Platforms COM 30303M102 2,018 -210 -9.43 243 -19.87 0.0141
2023-02-07 2022-12-31 13F Meta Platforms COM 30303M102 2,018 -210 243 0.0141
2024-12-12 2022-09-30 13F/A-1 Meta Platforms COM 30303M102 2,228 -1,372 -38.11 302 0.0219
2022-11-10 2022-09-30 13F Meta Platforms COM 30303M102 2,228 -1,372 0 0.0219
2022-08-04 2022-06-30 13F Meta Platforms COM 30303M102 3,600 -35,517 -90.80 1 -100.00 0.0404
2022-05-11 2022-03-31 13F Meta Platforms COM 30303M102 39,117 29,946 326.53 9 166.67 0.4813
2022-03-28 2021-12-31 13F/A-1 Facebook Inc CL A 30303M102 9,171 -15 -0.16 3 -99.90 0.1694
2022-02-02 2021-12-31 13F Facebook Inc CL A 30303M102 9,171 -15 3,085 0.1694
2021-11-02 2021-09-30 13F Facebook Inc CL A 30303M102 9,186 -32 -0.35 3,118 -2.75 0.1910
2021-08-09 2021-06-30 13F/A-1 Facebook Inc CL A 30303M102 9,218 525 6.04 3,205 25.20 0.1974
2021-07-27 2021-06-30 13F Facebook Inc CL A 30303M102 8,965 272 2,449 0.1531
2021-04-27 2021-03-31 13F Facebook Inc CL A 30303M102 8,693 -272 -3.03 2,560 4.53 0.1543
2021-02-01 2020-12-31 13F Facebook Inc CL A 30303M102 8,965 2,402 36.60 2,449 42.55 0.1531
2020-11-03 2020-09-30 13F Facebook Inc CL A 30303M102 6,563 -507 -7.17 1,719 7.04 0.2219
2020-07-17 2020-06-30 13F/A-1 Facebook Inc CL A 30303M102 7,070 103 1.48 1,605 38.12 0.2246
2020-07-17 2020-06-30 13F Facebook Inc CL A 30303M102 30 -6,937 1,605 224,602.7470
2020-05-05 2020-03-31 13F Facebook Inc CL A 30303M102 6,967 243 3.61 1,162 -15.80 0.2083
2020-02-04 2019-12-31 13F Facebook Inc CL A 30303M102 6,724 -312 -4.43 1,380 10.22 0.1823
2019-10-30 2019-09-30 13F Facebook Inc CL A 30303M102 7,036 -640 -8.34 1,252 -15.46 0.1845
2019-08-05 2019-06-30 13F Facebook Inc CL A 30303M102 7,676 640 9.10 1,481 26.37 0.2271
2019-05-06 2019-03-31 13F Facebook Inc CL A 30303M102 7,036 0 0.00 1,173 27.11 0.1927
2019-01-26 2018-12-31 13F Facebook Inc CL A 30303M102 7,036 -1,000 -12.44 922 -30.20 0.1802
2018-11-14 2018-09-30 13F Facebook Inc CL A 30303M102 8,036 0 0.00 1,321 -15.32 0.2587
2018-07-19 2018-06-30 13F FACEBOOK CL A 30303M102 8,036 1,000 14.21 1,560 38.42 0.5833
2018-05-10 2018-03-31 13F FACEBOOK CL A 30303M102 7,036 -1,429 -16.88 1,127 -24.72 0.4679
2018-02-02 2017-12-31 13F FACEBOOK CL A 30303M102 8,465 337 4.15 1,497 7.78 0.6405
2017-11-07 2017-09-30 13F FACEBOOK CL A 30303M102 8,128 332 4.26 1,389 17.91 0.6989
2017-07-27 2017-06-30 13F FACEBOOK CL A 30303M102 7,796 3,379 76.50 1,178 87.88 0.6098
2017-05-10 2017-03-31 13F FACEBOOK CL A 30303M102 4,417 458 11.57 627 37.50 0.3380
2017-01-27 2016-12-31 13F FACEBOOK CL A 30303M102 3,959 1,363 52.50 456 36.94 0.2980
2016-10-28 2016-09-30 13F FACEBOOK CL A 30303M102 2,596 412 18.86 333 33.73 0.2306
2016-08-04 2016-06-30 13F FACEBOOK CL A 30303M102 2,184 2,184 249 0.1681
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.