Meta Platforms, Inc.
US ˙ NasdaqGS ˙ US30303M1027

SecurityMETA / Meta Platforms, Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership10,970 shares
Latest Disclosed Value $ 6,276,266
Aries Wealth Management reports 4.52% increase in ownership of META / Meta Platforms, Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 10,970 shares of Meta Platforms, Inc. (US:META) valued at $6,276,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 10,496 shares of Meta Platforms, Inc.. This represents a change in shares of 4.52% during the quarter. The current value of the position is $6,834,091 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)
2026-05-14 2026-03-31 13F META PLATFORMS CL A 30303M102 10,970 474 4.52 6,276 -9.41 1.3799
2026-01-30 2025-12-31 13F META PLATFORMS CL A 30303M102 10,496 930 9.72 6,928 -1.38 1.5340
2025-11-10 2025-09-30 13F META PLATFORMS CL A 30303M102 9,566 -262 -2.67 7,025 -3.14 1.6622
2025-07-28 2025-06-30 13F META PLATFORMS CL A 30303M102 9,828 366 3.87 7,254 33.01 1.8956
2025-04-17 2025-03-31 13F META PLATFORMS CL A 30303M102 9,462 352 3.86 5,454 2.25 1.4808
2025-01-30 2024-12-31 13F META PLATFORMS CL A 30303M102 9,110 -73 -0.79 5,334 1.46 1.4686
2024-10-31 2024-09-30 13F META PLATFORMS CL A 30303M102 9,183 -200 -2.13 5,257 11.10 1.4449
2024-07-25 2024-06-30 13F META PLATFORMS CL A 30303M102 9,383 208 2.27 4,731 6.20 1.4908
2024-05-03 2024-03-31 13F META PLATFORMS CL A 30303M102 9,175 -70 -0.76 4,455 36.16 1.4358
2024-01-10 2023-12-31 13F META PLATFORMS CL A 30303M102 9,245 -378 -3.93 3,272 5.89 1.1669
2023-10-19 2023-09-30 13F META PLATFORMS CL A 30303M102 9,623 95 1.00 3,090 13.02 1.2097
2023-07-14 2023-06-30 13F META PLATFORMS CL A 30303M102 9,528 -363 -3.67 2,734 30.44 1.0602
2023-04-11 2023-03-31 13F META PLATFORMS CL A 30303M102 9,891 20 0.20 2,096 76.58 0.8596
2023-01-19 2022-12-31 13F META PLATFORMS CL A 30303M102 9,871 20 0.20 1,188 29.30 0.5120
2022-11-02 2022-09-30 13F META PLATFORMS CL A 30303M102 9,851 -341 -3.35 918 -44.13 0.4063
2022-07-27 2022-06-30 13F META PLATFORMS CL A 30303M102 10,192 10,192 1,643 0.7460
2022-04-23 2022-03-31 13F META PLATFORMS CL A 30303M102 0 -10,003 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 META PLATFORMS CL A 30303M102 10,003 -500 -4.76 3,365 -5.61 1.2823
2022-01-18 2021-12-31 13F META PLATFORMS CL A 30303M102 70,021 59,518 23,552 1.2889
2021-10-13 2021-09-30 13F FACEBOOK CL A 30303M102 10,503 64 0.61 3,565 -1.79 1.5080
2021-07-14 2021-06-30 13F FACEBOOK CL A 30303M102 10,439 25 0.24 3,630 15.09 1.5527
2021-04-20 2021-03-31 13F FACEBOOK CL A 30303M102 10,414 -130 -1.23 3,154 11.80 1.4168
2021-01-22 2020-12-31 13F FACEBOOK CL A 30303M102 10,544 0 0.00 2,821 2.17 1.4094
2020-10-14 2020-09-30 13F FACEBOOK CL A 30303M102 10,544 105 1.01 2,761 16.50 1.5671
2020-07-09 2020-06-30 13F FACEBOOK CL A 30303M102 10,439 -718 -6.44 2,370 34.28 1.4467
2020-04-09 2020-03-31 13F FACEBOOK CL A 30303M102 11,157 35 0.31 1,765 -25.37 1.3456
2020-01-13 2019-12-31 13F FACEBOOK CL A 30303M102 11,122 -300 -2.63 2,365 12.40 1.4437
2019-10-22 2019-09-30 13F FACEBOOK CL A 30303M102 11,422 -362 -3.07 2,104 -9.08 1.3994
2019-07-15 2019-06-30 13F FACEBOOK CL A 30303M102 11,784 -1,342 -10.22 2,314 5.76 1.6176
2019-04-09 2019-03-31 13F FACEBOOK CL A 30303M102 13,126 -1,112 -7.81 2,188 17.26 1.6359
2019-01-15 2018-12-31 13F FACEBOOK CL A 30303M102 14,238 87 0.61 1,866 -19.81 1.9788
2018-11-14 2018-09-30 13F FACEBOOK CL A 30303M102 14,151 400 2.91 2,327 -1.94 2.0895
2018-08-07 2018-06-30 13F FACEBOOK CL A 30303M102 13,751 -400 -2.83 2,373 1.63 2.1937
2018-04-17 2018-03-31 13F FACEBOOK CL A 30303M102 14,151 565 4.16 2,335 -5.20 2.2622
2018-02-05 2017-12-31 13F FACEBOOK CL A 30303M102 13,586 13,586 2,463 2.2681
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.