Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership19,012 shares
Latest Disclosed Value $ 10,877,199
Wealthcare Advisory Partners LLC reports 6.83% increase in ownership of META / Meta Platforms, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 19,012 shares of Meta Platforms, Inc. (MX:META) valued at $10,877,199 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 17,796 shares of Meta Platforms, Inc.. This represents a change in shares of 6.83% 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)
2026-04-14 2026-03-31 13F META PLATFORMS CL A 30303M102 19,012 1,216 6.83 10,877 -7.41 0.2115
2026-01-14 2025-12-31 13F META PLATFORMS CL A 30303M102 17,796 2,296 14.81 11,747 3.21 0.2308
2025-11-07 2025-09-30 13F META PLATFORMS CL A 30303M102 15,500 602 4.04 11,383 3.51 0.2371
2025-07-22 2025-06-30 13F META PLATFORMS CL A 30303M102 14,898 1,001 7.20 10,996 37.30 0.2509
2025-04-15 2025-03-31 13F META PLATFORMS CL A 30303M102 13,897 -272 -1.92 8,010 -3.46 0.2149
2025-01-15 2024-12-31 13F META PLATFORMS CL A 30303M102 14,169 530 3.89 8,296 6.26 0.2304
2024-11-04 2024-09-30 13F META PLATFORMS CL A 30303M102 13,639 197 1.47 7,807 15.20 0.2224
2024-08-12 2024-06-30 13F META PLATFORMS CL A 30303M102 13,442 1,644 13.93 6,778 18.31 0.2118
2024-04-15 2024-03-31 13F META PLATFORMS CL A 30303M102 11,798 0 0.00 5,729 37.16 0.1878
2024-02-06 2023-12-31 13F META PLATFORMS CL A 30303M102 11,798 1,975 20.11 4,176 41.66 0.1661
2023-10-12 2023-09-30 13F META PLATFORMS CL A 30303M102 9,823 57 0.58 2,949 5.21 0.1354
2023-07-17 2023-06-30 13F META PLATFORMS CL A 30303M102 9,766 438 4.70 2,803 41.80 0.1254
2023-05-04 2023-03-31 13F META PLATFORMS CL A 30303M102 9,328 4 0.04 1,977 76.11 0.0850
2023-02-13 2022-12-31 13F META PLATFORMS COMMON 30303M102 9,324 -1,455 -13.50 1,122 -23.26 0.0536
2022-11-14 2022-09-30 13F META PLATFORMS COMMON 30303M102 10,779 49 0.46 1,462 -15.49 0.0834
2022-08-15 2022-06-30 13F META PLATFORMS COMMON 30303M102 10,730 463 4.51 1,730 -24.22 0.1047
2022-04-15 2022-03-31 13F META PLATFORMS COMMON 30303M102 10,267 55 0.54 2,283 -33.54 0.1386
2022-02-11 2021-12-31 13F META PLATFORMS COMMON 30303M102 10,212 -1,585 -13.44 3,435 -14.21 0.2054
2021-11-15 2021-09-30 13F FACEBOOK Equity 30303M102 11,797 -148 -1.24 4,004 -3.59 0.2618
2021-08-16 2021-06-30 13F FACEBOOK COMMON 30303M102 11,945 398 3.45 4,153 22.11 0.2779
2021-04-30 2021-03-31 13F FACEBOOK COMMON 30303M102 11,547 5,170 81.07 3,401 95.24 0.2463
2021-02-12 2020-12-31 13F FACEBOOK COMMON 30303M102 6,377 -522 -7.57 1,742 -3.60 0.1547
2020-10-29 2020-09-30 13F FACEBOOK COMMON 30303M102 6,899 488 7.61 1,807 24.11 0.1982
2020-07-29 2020-06-30 13F FACEBOOK COMMON 30303M102 6,411 744 13.13 1,456 54.07 0.1815
2020-04-29 2020-03-31 13F FACEBOOK COMMON 30303M102 5,667 -21 -0.37 945 -19.02 0.1385
2020-01-29 2019-12-31 13F FACEBOOK COMMON 30303M102 5,688 64 1.14 1,167 16.47 0.1484
2019-10-16 2019-09-30 13F FACEBOOK COMMON 30303M102 5,624 54 0.97 1,002 -6.79 0.1454
2019-07-30 2019-06-30 13F FACEBOOK COMMON 30303M102 5,570 1,324 31.18 1,075 51.84 0.1703
2019-05-13 2019-03-31 13F FACEBOOK COMMON 30303M102 4,246 -495 -10.44 708 14.01 0.1208
2019-02-14 2018-12-31 13F FACEBOOK COMMON 30303M102 4,741 -1,154 -19.58 621 -35.91 0.1205
2018-11-14 2018-09-30 13F FACEBOOK COMMON 30303M102 5,895 -750 -11.29 969 -24.94 0.1779
2018-08-13 2018-06-30 13F FACEBOOK COMMON 30303M102 6,645 -4,205 -38.76 1,291 -25.55 0.2531
2018-05-14 2018-03-31 13F FACEBOOK COMMON 30303M102 10,850 1,213 12.59 1,734 1.94 0.3918
2018-02-14 2017-12-31 13F FACEBOOK COMMON 30303M102 9,637 5,070 111.01 1,701 118.08 0.4374
2017-11-15 2017-09-30 13F FACEBOOK COMMON 30303M102 4,567 4,567 780 0.2318
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.