Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership4,537 shares
Latest Disclosed Value $ 2,598,320
Liberty Wealth Management Llc reports 8.44% increase in ownership of META / Meta Platforms, Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 4,537 shares of Meta Platforms, Inc. (MX:META) valued at $2,598,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 4,184 shares of Meta Platforms, Inc.. This represents a change in shares of 8.44% 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)
2026-05-12 2026-03-31 13F META PLATFORMS CL A 30303M102 4,537 353 8.44 2,598 -5.90 0.3246
2026-02-04 2025-12-31 13F META PLATFORMS COM 30303M102 4,184 -63 -1.48 2,762 -11.73 0.3565
2025-10-31 2025-09-30 13F META PLATFORMS COM 30303M102 4,247 -519 -10.89 3,129 -11.06 0.4405
2025-08-01 2025-06-30 13F META PLATFORMS COM 30303M102 4,766 319 7.17 3,518 37.22 0.5515
2025-05-12 2025-03-31 13F/A-1 META PLATFORMS COM 30303M102 4,447 84 1.93 2,563 0.35 0.4903
2025-05-09 2025-03-31 13F META PLATFORMS COM 30303M102 128,811 124,448 2,439 0.4469
2025-02-10 2024-12-31 13F META PLATFORMS COM 30303M102 4,363 -92 -2.07 2,555 0.16 0.4259
2024-11-04 2024-09-30 13F META PLATFORMS CL A 30303M102 4,455 -56,238 -92.66 2,550 127,400.00 0.4333
2024-08-07 2024-06-30 13F META PLATFORMS CL A 30303M102 60,693 56,476 1,339.25 2 0.00 0.4000
2024-05-03 2024-03-31 13F META PLATFORMS CL A 30303M102 4,217 -296 -6.56 2 100.00 0.3997
2024-02-09 2023-12-31 13F META PLATFORMS CL A 30303M102 4,513 179 4.13 2 0.00 0.3424
2023-11-13 2023-09-30 13F META PLATFORMS CL A 30303M102 4,334 -683 -13.61 1 -99.93 0.3238
2023-08-10 2023-06-30 13F META PLATFORMS CL A 30303M102 5,017 160 3.29 1,440 39.57 0.3557
2023-05-03 2023-03-31 13F META PLATFORMS CL A 30303M102 4,857 223 4.81 1,032 64.17 0.2129
2022-11-15 2022-09-30 13F META PLATFORMS CL A 30303M102 4,634 344 8.02 628 -9.64 0.1675
2022-08-15 2022-06-30 13F META PLATFORMS CL A 30303M102 4,290 138 3.32 695 -25.27 0.2819
2022-05-09 2022-03-31 13F META PLATFORMS CL A 30303M102 4,152 395 10.51 930 -26.37 0.3356
2022-02-15 2021-12-31 13F META PLATFORMS CL A 30303M102 3,757 -47 -1.24 1,263 -1.71 0.0548
2021-11-15 2021-09-30 13F FACEBOOK CL A 30303M102 3,804 849 28.73 1,285 25.12 0.4584
2021-08-13 2021-06-30 13F/A-1 FACEBOOK CL A 30303M102 2,955 245 9.04 1,027 44.65 0.3993
2021-08-13 2021-06-30 13F FACEBOOK CL A 30303M102 1,027,483 1,024,773 2,955 0.0901
2021-05-17 2021-03-31 13F FACEBOOK INC- CL A 30303M102 2,710 0 0.00 710 0.00 0.3467
2021-02-09 2020-12-31 13F FACEBOOK INC- CL A 30303M102 2,710 -348 -11.38 710 -11.36 0.3475
2020-11-05 2020-09-30 13F FACEBOOK INC CL A 30303M102 3,058 -49 -1.58 801 13.46 0.4722
2020-08-04 2020-06-30 13F FACEBOOK INC- CL A 30303M102 3,107 -4 -0.13 706 36.03 0.4967
2020-04-27 2020-03-31 13F FACEBOOK INC- CL A 30303M102 3,111 -66 -2.08 519 -20.40 0.4534
2020-02-05 2019-12-31 13F FACEBOOK INC- CL A 30303M102 3,177 25 0.79 652 16.22 0.5138
2019-10-30 2019-09-30 13F FACEBOOK INC- CL A 30303M102 3,152 -113 -3.46 561 -10.95 0.5308
2019-07-30 2019-06-30 13F FACEBOOK INC- CL A 30303M102 3,265 -73 -2.19 630 13.31 0.5525
2019-04-18 2019-03-31 13F FACEBOOK INC- CL A 30303M102 3,338 300 9.87 556 39.70 0.4187
2019-03-26 2018-12-31 13F FACEBOOK INC- CL A 30303M102 3,038 3,038 398 0.2968
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.