Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership154 shares
Latest Disclosed Value $ 88,108
MBM Wealth Consultants, LLC ownership in META / Meta Platforms, Inc.

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 154 shares of Meta Platforms, Inc. (MX:META) valued at $88,108 USD as of March 31, 2026. The entity filed a previous 13F-HR on July 24, 2023 disclosing 0 shares of Meta Platforms, Inc..

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)
2026-04-20 2026-03-31 13F META PLATFORMS CL A 30303M102 154 154 88 0.0202
2023-07-24 2023-06-30 13F META PLATFORMS CL A 30303M102 0 -212 -100.00 0 0.0000
2023-05-31 2023-03-31 13F META PLATFORMS CL A 30303M102 212 0 0.00 0 0.0029
2023-02-15 2022-12-31 13F META PLATFORMS CL A 30303M102 212 26 13.98 0 -100.00 0.0120
2022-10-24 2022-09-30 13F META PLATFORMS CL A 30303M102 186 -117 -38.61 26 -46.94 0.0125
2022-08-15 2022-06-30 13F META PLATFORMS CL A 30303M102 303 -125 -29.21 49 -48.42 0.0240
2022-05-16 2022-03-31 13F META PLATFORMS CL A 30303M102 428 -34 -7.36 95 -38.71 0.0395
2022-02-15 2021-12-31 13F META PLATFORMS CL A 30303M102 462 -6 -1.28 155 -2.52 0.0643
2021-11-16 2021-09-30 13F FACEBOOK INC COM CL A CL A 30303M102 468 -10 -2.09 159 -4.22 0.0726
2021-08-13 2021-06-30 13F FACEBOOK INC COM CL A CL A 30303M102 478 -121 -20.20 166 -5.68 0.0779
2021-05-10 2021-03-31 13F FACEBOOK INC COM CL A CL A 30303M102 599 -684 -53.31 176 -49.71 0.0894
2021-02-09 2020-12-31 13F FACEBOOK INC COM CL A CL A 30303M102 1,283 -144 -10.09 350 -6.17 0.1906
2020-11-12 2020-09-30 13F FACEBOOK INC COM CL A CL A 30303M102 1,427 -2 -0.14 373 14.77 0.2382
2020-08-07 2020-06-30 13F FACEBOOK INC COM CL A CL A 30303M102 1,429 -685 -32.40 325 -7.67 0.2292
2020-05-13 2020-03-31 13F FACEBOOK INC COM CL A CL A 30303M102 2,114 -146 -6.46 352 -24.14 0.2913
2020-02-11 2019-12-31 13F FACEBOOK INC COM CL A CL A 30303M102 2,260 91 4.20 464 20.21 0.3439
2019-10-30 2019-09-30 13F FACEBOOK INC COM CL A CL A 30303M102 2,169 83 3.98 386 -5.62 0.3033
2019-07-30 2019-06-30 13F FACEBOOK INC COM CL A CL A 30303M102 2,086 51 2.51 409 20.65 0.3399
2019-04-25 2019-03-31 13F FACEBOOK INC COM CL A CL A 30303M102 2,035 179 9.64 339 39.51 0.2973
2019-02-13 2018-12-31 13F FACEBOOK INC COM CL A CL A 30303M102 1,856 1,856 243 0.2369
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.