Meta Platforms, Inc.
US ˙ NasdaqGS ˙ US30303M1027

SecurityMETA / Meta Platforms, Inc.
InstitutionArchetype Wealth Partners
Latest Disclosed Ownership568 shares
Latest Disclosed Value $ 325
Archetype Wealth Partners reports 6.43% decrease in ownership of META / Meta Platforms, Inc.

On May 13, 2026 - Archetype Wealth Partners filed a 13F-HR form disclosing ownership of 568 shares of Meta Platforms, Inc. (US:META) valued at $324,970 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 607 shares of Meta Platforms, Inc.. The current value of the position is $353,853 USD.

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)
2026-05-13 2026-03-31 13F META PLATFORMS INC CL A Stock 30303M102 568 -39 -6.43 0 0.0408
2026-02-13 2025-12-31 13F META PLATFORMS INC CL A Stock 30303M102 607 -264 -30.31 0 0.0512
2025-11-14 2025-09-30 13F META PLATFORMS INC CL A Stock 30303M102 871 300 52.54 1 0.0815
2025-08-14 2025-06-30 13F META PLATFORMS INC CL A Stock 30303M102 571 -5 -0.87 0 0.0584
2025-05-15 2025-03-31 13F META PLATFORMS INC CL A Stock 30303M102 576 -51 -8.13 0 0.0488
2025-02-14 2024-12-31 13F META PLATFORMS INC CL A Stock 30303M102 627 0 0.00 0 0.0535
2024-11-15 2024-09-30 13F META PLATFORMS INC CL A Stock 30303M102 627 78 14.21 0 0.0520
2024-08-15 2024-06-30 13F META PLATFORMS INC CL A Stock 30303M102 549 -12 -2.14 0 0.0448
2024-05-15 2024-03-31 13F META PLATFORMS INC CL A Stock 30303M102 561 561 0 0.0453
2022-11-14 2022-09-30 13F META PLATFORMS INC CL A Stock 30303M102 0 -1,437 -100.00 0 -100.00
2022-08-15 2022-06-30 13F META PLATFORMS INC CL A Stock 30303M102 1,437 1,437 232 0.0658
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.