Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionModern Wealth Management, LLC
Latest Disclosed Ownership20,077 shares
Latest Disclosed Value $ 11,628,825
Modern Wealth Management, LLC reports 6.50% increase in ownership of META / Meta Platforms, Inc.

On May 14, 2026 - Modern Wealth Management, LLC filed a 13F-HR form disclosing ownership of 20,077 shares of Meta Platforms, Inc. (MX:META) valued at $11,628,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,851 shares of Meta Platforms, Inc.. This represents a change in shares of 6.50% 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)
2026-05-14 2026-03-31 13F META PLATFORMS CL A 30303M102 20,077 1,226 6.50 11,629 -6.55 0.1991
2026-02-17 2025-12-31 13F META PLATFORMS CL A 30303M102 18,851 3,905 26.13 12,443 13.38 0.2269
2025-11-12 2025-09-30 13F META PLATFORMS CL A 30303M102 14,946 3,775 33.79 10,976 33.11 0.2172
2025-11-12 2025-06-30 13F/A-1 META PLATFORMS CL A 30303M102 11,171 2,634 30.85 8,246 67.58 0.2030
2025-08-14 2025-06-30 13F META PLATFORMS CL A 30303M102 10,097 1,560 7,453 0.1860
2025-06-02 2025-03-31 13F/A-1 META PLATFORMS CL A 30303M102 8,537 2,004 30.68 4,921 28.63 0.1575
2025-05-15 2025-03-31 13F META PLATFORMS CL A 30303M102 8,475 1,942 4,884 0.1509
2025-05-30 2024-12-31 13F/A-3 META PLATFORMS CL A 30303M102 6,533 1,149 21.34 3,825 24.11 0.1431
2025-05-30 2024-12-31 13F/A-1 META PLATFORMS CL A 30303M102 6,478 1,094 3,793 0.1512
2025-02-11 2024-12-31 13F META PLATFORMS CL A 30303M102 6,634 1,305 4,759 0.1665
2025-05-30 2024-09-30 13F/A-3 META PLATFORMS CL A 30303M102 5,384 242 4.71 3,082 18.90 0.1889
2025-05-29 2024-09-30 13F/A-1 META PLATFORMS CL A 30303M102 5,329 187 3,051 0.1893
2024-11-05 2024-09-30 13F META PLATFORMS CL A 30303M102 5,407 265 3,095 0.1882
2025-05-29 2024-06-30 13F/A-1 META PLATFORMS CL A 30303M102 5,142 220 4.47 2,593 8.45 0.1989
2024-08-08 2024-06-30 13F META PLATFORMS CL A 30303M102 5,163 241 2,603 0.1904
2025-05-29 2024-03-31 13F/A-1 META PLATFORMS CL A 30303M102 4,922 1,476 42.83 2,390 96.06 0.2245
2024-05-13 2024-03-31 13F META PLATFORMS CL A 30303M102 4,895 1,449 2,331 0.2098
2025-05-28 2023-12-31 13F/A-1 META PLATFORMS CL A 30303M102 3,446 3,446 1,220 0.1543
2024-02-14 2023-12-31 13F META PLATFORMS CL A 30303M102 3,443 3,443 1,219 0.1631
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.