Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership3,977 shares
Latest Disclosed Value $ 2,275,089
SOA Wealth Advisors, LLC. reports 1.54% decrease in ownership of META / Meta Platforms, Inc.

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 3,977 shares of Meta Platforms, Inc. (MX:META) valued at $2,275,089 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 4,039 shares of Meta Platforms, Inc.. This represents a change in shares of -1.54% 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)
2026-05-20 2026-03-31 13F META PLATFORMS INC CL A Stock 30303M102 3,977 -62 -1.54 2,275 -14.67 0.4294
2026-01-20 2025-12-31 13F META PLATFORMS INC CL A Stock 30303M102 4,039 96 2.43 2,666 -7.91 0.4502
2025-10-21 2025-09-30 13F META PLATFORMS INC CL A Stock 30303M102 3,943 370 10.36 2,896 9.78 0.4965
2025-07-18 2025-06-30 13F META PLATFORMS INC CL A Stock 30303M102 3,573 59 1.68 2,637 30.22 0.4954
2025-04-14 2025-03-31 13F META PLATFORMS INC CL A Stock 30303M102 3,514 117 3.44 2,025 1.81 0.4228
2025-02-06 2024-12-31 13F/A-1 META PLATFORMS INC CL A Stock 30303M102 3,397 178 5.53 1,989 7.98 0.3664
2025-01-28 2024-12-31 13F META PLATFORMS INC CL A Stock 30303M102 3,397 178 1,989 0.3664
2024-11-20 2024-09-30 13F/A-1 META PLATFORMS INC CL A Stock 30303M102 3,219 269 9.12 1,842 23.87 0.3514
2024-10-09 2024-09-30 13F META PLATFORMS INC CL A Stock 30303M102 3,219 269 1,842 0.3514
2024-07-17 2024-06-30 13F META PLATFORMS INC CL A Stock 30303M102 2,950 399 15.64 1,487 20.11 0.2992
2024-04-10 2024-03-31 13F META PLATFORMS INC CL A Stock 30303M102 2,551 40 1.59 1,239 39.41 0.2565
2024-02-13 2023-12-31 13F/A-1 META PLATFORMS INC CL A Stock 30303M102 2,511 -102 -3.90 889 13.27 0.1978
2024-01-10 2023-12-31 13F META PLATFORMS INC CL A Stock 30303M102 2,511 -102 889 0.1978
2023-10-10 2023-09-30 13F META PLATFORMS INC CL A Stock 30303M102 2,613 -62 -2.32 784 2.22 0.1950
2023-07-07 2023-06-30 13F META PLATFORMS INC CL A Stock 30303M102 2,675 -49 -1.80 768 32.93 0.1798
2023-04-28 2023-03-31 13F META PLATFORMS INC CL A Stock 30303M102 2,724 232 9.31 577 92.98 0.1422
2023-01-10 2022-12-31 13F META PLATFORMS INC CL A Stock 30303M102 2,492 -922 -27.01 300 -35.42 0.0807
2022-10-07 2022-09-30 13F META PLATFORMS INC CL A Stock 30303M102 3,414 99 2.99 463 -13.30 0.1394
2022-07-13 2022-06-30 13F META PLATFORMS INC CL A Stock 30303M102 3,315 -550 -14.23 534 -37.83 0.1574
2022-04-07 2022-03-31 13F META PLATFORMS INC CL A Stock 30303M102 3,865 532 15.96 859 -25.11 0.2095
2022-01-13 2021-12-31 13F META PLATFORMS INC CL A Stock 30303M102 3,333 -385 -10.36 1,147 -9.04 0.2778
2021-10-12 2021-09-30 13F FACEBOOK INC CL A Stock 30303M102 3,718 -24 -0.64 1,261 -3.07 0.3231
2021-07-14 2021-06-30 13F FACEBOOK INC CL A Stock 30303M102 3,742 903 31.81 1,301 55.62 0.3343
2021-04-26 2021-03-31 13F FACEBOOK INC CL A Stock 30303M102 2,839 -1 -0.04 836 8.29 0.2339
2021-03-10 2020-12-31 13F FACEBOOK INC CL A Stock 30303M102 2,840 2,840 772 0.2101
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.