Meta Platforms, Inc.
US ˙ NasdaqGS ˙ US30303M1027

SecurityMETA / Meta Platforms, Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership22,110 shares
Latest Disclosed Value $ 12,649,990
Principle Wealth Partners Llc reports 12.35% increase in ownership of META / Meta Platforms, Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 22,110 shares of Meta Platforms, Inc. (US:META) valued at $12,649,794 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 19,680 shares of Meta Platforms, Inc.. This represents a change in shares of 12.35% during the quarter. The current value of the position is $13,774,088 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)
2026-05-07 2026-03-31 13F META PLATFORMS CL A 30303M102 22,110 2,430 12.35 12,650 -2.63 0.7229
2026-02-06 2025-12-31 13F META PLATFORMS CL A 30303M102 19,680 4,221 27.30 12,991 14.42 0.7309
2025-11-03 2025-09-30 13F META PLATFORMS CL A 30303M102 15,459 -183 -1.17 11,353 -1.65 0.6590
2025-07-30 2025-06-30 13F META PLATFORMS CL A 30303M102 15,642 4,405 39.20 11,545 78.26 0.7210
2025-05-06 2025-03-31 13F META PLATFORMS CL A 30303M102 11,237 1,029 10.08 6,477 8.35 0.4629
2025-01-29 2024-12-31 13F META PLATFORMS CL A 30303M102 10,208 168 1.67 5,977 4.00 0.4195
2024-11-13 2024-09-30 13F META PLATFORMS CL A 30303M102 10,040 556 5.86 5,747 20.20 0.4071
2024-08-13 2024-06-30 13F META PLATFORMS CL A 30303M102 9,484 6 0.06 4,782 3.89 0.3639
2024-04-23 2024-03-31 13F/A-1 META PLATFORMS CL A 30303M102 9,478 374 4.11 4,603 42.83 0.3595
2024-04-23 2024-03-31 13F META PLATFORMS CL A 30303M102 9,478 374 4,603 0.3595
2024-02-05 2023-12-31 13F META PLATFORMS CL A 30303M102 9,104 59 0.65 3,222 18.67 0.2774
2023-11-01 2023-09-30 13F META PLATFORMS CL A 30303M102 9,045 350 4.03 2,715 8.82 0.2729
2023-07-31 2023-06-30 13F META PLATFORMS CL A 30303M102 8,695 -492 -5.36 2,495 28.15 0.2507
2023-05-10 2023-03-31 13F META PLATFORMS CL A 30303M102 9,187 -172 -1.84 1,947 72.91 0.2082
2023-02-02 2022-12-31 13F META PLATFORMS INC CL A Stock 30303M102 9,359 -360 -3.70 1,126 -14.63 0.1276
2022-11-14 2022-09-30 13F META PLATFORMS INC CL A Stock 30303M102 9,719 -1,685 -14.78 1,319 -28.28 0.1244
2022-08-02 2022-06-30 13F META PLATFORMS INC CL A Stock 30303M102 11,404 -30 -0.26 1,839 -27.68 0.2213
2022-05-12 2022-03-31 13F META PLATFORMS INC CL A Stock 30303M102 11,434 -660 -5.46 2,543 -37.49 0.2674
2022-02-11 2021-12-31 13F META PLATFORMS INC CL A Stock 30303M102 12,094 346 2.95 4,068 2.03 0.4271
2021-11-16 2021-09-30 13F FACEBOOK INC CL A Stock 30303M102 11,748 324 2.84 3,987 0.38 0.4603
2021-08-13 2021-06-30 13F FACEBOOK INC CL A Stock 30303M102 11,424 -37 -0.32 3,972 17.65 0.4510
2021-05-18 2021-03-31 13F FACEBOOK INC CL A Stock 30303M102 11,461 -250 -2.13 3,376 5.53 0.3948
2021-02-16 2020-12-31 13F FACEBOOK INC CL A Stock 30303M102 11,711 3,429 41.40 3,199 47.49 0.4215
2020-11-16 2020-09-30 13F FACEBOOK INC CL A Stock 30303M102 8,282 -698 -7.77 2,169 6.38 0.6044
2020-08-14 2020-06-30 13F FACEBOOK INC CL A Stock 30303M102 8,980 53 0.59 2,039 36.94 0.5987
2020-05-13 2020-03-31 13F FACEBOOK INC CL A Stock 30303M102 8,927 -805 -8.27 1,489 -25.44 0.5587
2020-02-04 2019-12-31 13F FACEBOOK INC CL A Stock 30303M102 9,732 -665 -6.40 1,997 7.89 0.6377
2019-11-05 2019-09-30 13F FACEBOOK INC CL A Stock 30303M102 10,397 300 2.97 1,851 -5.03 0.6399
2019-11-05 2019-06-30 13F FACEBOOK INC CL A Stock 30303M102 10,097 724 7.72 1,949 24.78 1.0027
2019-10-30 2019-03-31 13F FACEBOOK INC CL A Stock 30303M102 9,373 -164 -1.72 1,562 24.96 0.8933
2019-10-10 2018-12-31 13F FACEBOOK INC- CL A 30303M102 9,537 9,537 1,250 1.0490
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.