Meta Platforms, Inc.
US ˙ NasdaqGS ˙ US30303M1027

SecurityMETA / Meta Platforms, Inc.
InstitutionWealth Alliance
Latest Disclosed Ownership13,706 shares
Latest Disclosed Value $ 7,841,622
Wealth Alliance reports 7.57% increase in ownership of META / Meta Platforms, Inc.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 13,706 shares of Meta Platforms, Inc. (US:META) valued at $7,841,614 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,742 shares of Meta Platforms, Inc.. This represents a change in shares of 7.57% during the quarter. The current value of the position is $8,538,564 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 13,706 964 7.57 7,842 -6.77 0.7744
2026-02-13 2025-12-31 13F META PLATFORMS CL A 30303M102 12,742 -294 -2.26 8,411 -12.15 0.8233
2025-11-07 2025-09-30 13F META PLATFORMS CL A 30303M102 13,036 -5 -0.04 9,573 -0.54 0.9847
2025-08-08 2025-06-30 13F META PLATFORMS CL A 30303M102 13,041 1,406 12.08 9,625 43.55 1.0749
2025-05-05 2025-03-31 13F META PLATFORMS CL A 30303M102 11,635 252 2.21 6,706 0.60 0.8115
2025-02-03 2024-12-31 13F META PLATFORMS CL A 30303M102 11,383 -133 -1.15 6,665 1.11 0.7970
2024-11-04 2024-09-30 13F META PLATFORMS CL A 30303M102 11,516 -42 -0.36 6,592 13.13 0.7872
2024-08-09 2024-06-30 13F META PLATFORMS CL A 30303M102 11,558 -1,084 -8.57 5,828 -5.07 0.7526
2024-05-10 2024-03-31 13F META PLATFORMS CL A 30303M102 12,642 -954 -7.02 6,139 27.56 0.8053
2024-01-30 2023-12-31 13F META PLATFORMS CL A 30303M102 13,596 146 1.09 4,812 19.20 0.6748
2023-11-09 2023-09-30 13F META PLATFORMS CL A 30303M102 13,450 231 1.75 4,038 6.43 0.6368
2023-08-02 2023-06-30 13F META PLATFORMS CL A 30303M102 13,219 769 6.18 3,794 43.78 0.5672
2023-05-11 2023-03-31 13F META PLATFORMS CL A 30303M102 12,450 1,397 12.64 2,639 98.35 0.4275
2023-02-13 2022-12-31 13F META PLATFORMS INC Stock 30303M102 11,053 -4,441 -28.66 1,330 -36.73 0.2362
2022-11-14 2022-09-30 13F META PLATFORMS INC Stock 30303M102 15,494 2,259 17.07 2,102 -1.50 0.4148
2022-10-11 2022-06-30 13F/A-1 META PLATFORMS INC Stock 30303M102 13,235 9,154 224.31 2,134 135.28 0.4095
2022-08-15 2022-06-30 13F META PLATFORMS INC Stock 30303M102 13,235 9,154 2,134 0.2595
2022-05-10 2022-03-31 13F META PLATFORMS INC Stock 30303M102 4,081 -7,817 -65.70 907 -77.34 0.1293
2022-05-10 2022-03-31 13F META PLATFORMS INC Stock 30303M102 12,244 2,722
2022-02-14 2021-12-31 13F META PLATFORMS INC Stock 30303M102 11,898 -1,857 -13.50 4,002 -14.27 0.8047
2021-11-12 2021-09-30 13F FACEBOOK INC- Stock 30303M102 13,755 184 1.36 4,668 -1.08 1.0482
2021-08-16 2021-06-30 13F FACEBOOK INC- Stock 30303M102 13,571 534 4.10 4,719 22.89 1.1112
2021-05-18 2021-03-31 13F FACEBOOK INC- Stock 30303M102 13,037 285 2.23 3,840 10.22 1.0757
2021-02-11 2020-12-31 13F FACEBOOK INC CL A Stock 30303M102 12,752 863 7.26 3,484 11.88 1.0265
2020-12-01 2020-09-30 13F/A-1 FACEBOOK INC CL A Stock 30303M102 11,889 125 1.06 3,114 16.59 1.1193
2020-11-13 2020-09-30 13F FACEBOOK INC CL A Stock 30303M102 11,889 125 3,114 915,938.9256
2020-08-14 2020-06-30 13F FACEBOOK INC CL A Stock 30303M102 11,764 2,384 25.42 2,671 70.67 1.0552
2020-05-15 2020-03-31 13F FACEBOOK INC CL A Stock 30303M102 9,380 9,380 1,565 0.8439
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.