Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionTPG Financial Advisors, LLC
Latest Disclosed Ownership788 shares
Latest Disclosed Value $ 450,838
TPG Financial Advisors, LLC reports 1.01% decrease in ownership of META / Meta Platforms, Inc.

On May 8, 2026 - TPG Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 788 shares of Meta Platforms, Inc. (MX:META) valued at $450,838 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 796 shares of Meta Platforms, Inc.. This represents a change in shares of -1.01% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-08 2026-03-31 13F META PLATFORMS CL A 30303M102 788 -8 -1.01 451 -14.29 0.1466
2026-02-06 2025-12-31 13F META PLATFORMS CL A 30303M102 796 15 1.92 525 -8.38 0.1754
2025-11-13 2025-09-30 13F META PLATFORMS CL A 30303M102 781 7 0.90 574 0.35 0.2136
2025-07-23 2025-06-30 13F META PLATFORMS CL A 30303M102 774 11 1.44 571 30.07 0.2286
2025-04-16 2025-03-31 13F META PLATFORMS CL A 30303M102 763 13 1.73 440 0.00 0.1943
2025-01-13 2024-12-31 13F META PLATFORMS CL A 30303M102 750 45 6.38 439 8.93 0.1910
2024-10-16 2024-09-30 13F META PLATFORMS CL A 30303M102 705 -47 -6.25 404 6.33 0.1817
2024-10-16 2024-06-30 13F META PLATFORMS CL A 30303M102 752 752 379 0.1795
2022-07-11 2022-06-30 13F FACEBOOK CL A 30303M102 0 -1,152 -100.00 0 -100.00
2022-04-14 2022-03-31 13F FACEBOOK CL A 30303M102 1,152 93 8.78 256 -28.09 0.1103
2022-01-14 2021-12-31 13F META PLATFORMS CL A 30303M102 1,059 135 14.61 356 13.38 0.1601
2021-10-08 2021-09-30 13F FACEBOOK CL A 30303M102 924 122 15.21 314 12.54 0.1620
2021-07-13 2021-06-30 13F FACEBOOK CL A 30303M102 802 30 3.89 279 22.91 0.1586
2021-04-16 2021-03-31 13F FACEBOOK CL A 30303M102 772 772 227 0.1344
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.