Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership7,417 shares
Latest Disclosed Value $ 4,243,381
Winch Advisory Services, LLC reports 0.87% increase in ownership of META / Meta Platforms, Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 7,417 shares of Meta Platforms, Inc. (MX:META) valued at $4,243,381 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 7,353 shares of Meta Platforms, Inc.. This represents a change in shares of 0.87% 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)
2026-04-30 2026-03-31 13F META PLATFORMS INC CL A COM 30303M102 7,417 64 0.87 4,243 -12.57 0.9686
2026-02-03 2025-12-31 13F META PLATFORMS INC CL A COM 30303M102 7,353 -6 -0.08 4,854 -10.20 1.0736
2025-11-12 2025-09-30 13F META PLATFORMS INC CL A COM 30303M102 7,359 119 1.64 5,404 1.14 1.2160
2025-08-07 2025-06-30 13F META PLATFORMS INC CL A COM 30303M102 7,240 -77 -1.05 5,344 26.70 1.3048
2025-05-06 2025-03-31 13F META PLATFORMS INC CL A COM 30303M102 7,317 18 0.25 4,217 -1.31 1.1150
2025-01-14 2024-12-31 13F META PLATFORMS INC CL A COM 30303M102 7,299 -2 -0.03 4,273 2.25 1.1114
2024-10-21 2024-09-30 13F META PLATFORMS INC CL A COM 30303M102 7,301 -58 -0.79 4,179 12.64 1.1559
2024-07-31 2024-06-30 13F META PLATFORMS INC CL A COM 30303M102 7,359 164 2.28 3,710 6.21 1.0611
2024-05-14 2024-03-31 13F META PLATFORMS INC CL A COM 30303M102 7,195 -31 -0.43 3,494 36.61 1.0672
2024-01-18 2023-12-31 13F META PLATFORMS INC CL A COM 30303M102 7,226 -42 -0.58 2,558 127,750.00 0.8483
2023-11-06 2023-09-30 13F META PLATFORMS INC CL A COM 30303M102 7,268 -42 -0.57 2 0.00 0.8004
2023-08-08 2023-06-30 13F META PLATFORMS INC CL A COM 30303M102 7,310 82 1.13 2 100.00 0.7534
2023-05-10 2023-03-31 13F META PLATFORMS INC CL A COM 30303M102 7,228 100 1.40 2 0.5944
2023-01-26 2022-12-31 13F META PLATFORMS INC CL A COM 30303M102 7,128 -621 -8.01 1 -100.00 0.3660
2022-10-31 2022-09-30 13F META PLATFORMS INC CL A COM 30303M102 7,749 135 1.77 1,051 -14.41 0.4514
2022-08-12 2022-06-30 13F META PLATFORMS INC CL A COM 30303M102 7,614 501 7.04 1,228 -22.38 0.5011
2022-04-26 2022-03-31 13F META PLATFORMS INC COM CL A COM 30303M102 7,113 -355 -4.75 1,582 -37.02 0.5500
2022-02-04 2021-12-31 13F META PLATFORMS INC COM CL A COM 30303M102 7,468 146 1.99 2,512 1.09 0.8306
2021-11-10 2021-09-30 13F FACEBOOK INC COM CL A COM 30303M102 7,322 18 0.25 2,485 -2.17 0.8662
2021-08-05 2021-06-30 13F FACEBOOK INC COM CL A COM 30303M102 7,304 269 3.82 2,540 22.59 0.9135
2021-05-03 2021-03-31 13F FACEBOOK INC COM CL A COM 30303M102 7,035 309 4.59 2,072 12.79 0.8304
2021-02-09 2020-12-31 13F FACEBOOK INC COM CL A COM 30303M102 6,726 99 1.49 1,837 5.82 0.7633
2020-11-04 2020-09-30 13F FACEBOOK INC COM CL A COM 30303M102 6,627 -226 -3.30 1,736 11.57 0.7350
2020-08-12 2020-06-30 13F FACEBOOK INC COM CL A COM 30303M102 6,853 -701 -9.28 1,556 23.49 0.7397
2020-05-13 2020-03-31 13F FACEBOOK INC COM CL A COM 30303M102 7,554 222 3.03 1,260 -16.28 0.6266
2020-02-12 2019-12-31 13F FACEBOOK INC COM CL A COM 30303M102 7,332 838 12.90 1,505 30.19 0.7139
2019-11-13 2019-09-30 13F FACEBOOK INC COM CL A COM 30303M102 6,494 1,004 18.29 1,156 9.06 0.6020
2019-08-07 2019-06-30 13F FACEBOOK INC COM CL A COM 30303M102 5,490 -80 -1.44 1,060 14.22 0.5524
2019-05-13 2019-03-31 13F FACEBOOK INC COM CL A COM 30303M102 5,570 -703 -11.21 928 12.90 0.5131
2019-02-05 2018-12-31 13F FACEBOOK INC COM CL A COM 30303M102 6,273 -11,523 -64.75 822 -71.92 0.4573
2018-11-13 2018-09-30 13F FACEBOOK INC COM CL A COM 30303M102 17,796 -10,572 -37.27 2,927 -46.90 1.4709
2018-08-13 2018-06-30 13F FACEBOOK INC COM CL A COM 30303M102 28,368 1,646 6.16 5,512 29.09 2.9703
2018-05-11 2018-03-31 13F FACEBOOK INC COM CL A COM 30303M102 26,722 13,586 103.43 4,270 -7.89 2.5014
2018-02-13 2017-12-31 13F FACEBOOK INC COM CL A COM 30303M102 13,136 -13,455 -50.60 4,636 1.96 2.7875
2017-11-13 2017-09-30 13F FACEBOOK INC COM COM 30303M102 26,591 3,585 15.58 4,547 31.38 2.9577
2017-08-07 2017-06-30 13F Facebook COM 30303M102 23,006 1,927 9.14 3,461 15.60 2.1779
2017-05-01 2017-03-31 13F FACEBOOK INC COM COM 30303M102 21,079 2,239 11.88 2,994 38.10 1.9000
2017-01-19 2016-12-31 13F FACEBOOK INC COM COM 30303M102 18,840 2,243 13.51 2,168 1.83 1.4919
2016-11-02 2016-09-30 13F FACEBOOK INC COM COM 30303M102 16,597 -8,826 -34.72 2,129 -26.71 1.7356
2016-08-10 2016-06-30 13F FACEBOOK INC COM COM 30303M102 25,423 2,286 9.88 2,905 10.04 3.5230
2016-05-12 2016-03-31 13F FACEBOOK INC COM COM 30303M102 23,137 -33,974 -59.49 2,640 -55.83 4.2588
2016-01-22 2015-12-31 13F FACEBOOK INC COM COM 30303M102 57,111 46,872 457.78 5,977 549.67 6.7760
2015-11-13 2015-09-30 13F FACEBOOK INC COM COM 30303M102 10,239 -566 -5.24 920 -0.76 1.3445
2015-08-11 2015-06-30 13F FACEBOOK INC COM COM 30303M102 10,805 10,200 1,685.95 927 1,754.00 0.5067
2015-05-14 2015-03-31 13F FACEBOOK INC COM COM 30303M102 605 605 0.00 50 0.0291
2015-02-11 2014-12-31 13F Facebook COM 30303M102 0 -345 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Facebook COM 30303M102 345 0 0.00 27 17.39 0.0173
2014-08-15 2014-06-30 13F Facebook COM 30303M102 345 0 0.00 23 9.52 0.0135
2014-05-14 2014-03-31 13F Facebook COM 30303M102 345 345 21 0.0133
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.