Meta Platforms, Inc.
CO ˙ BVC ˙ US30303M1027
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:META / Meta Platforms, Inc.
InstitutionLee Financial Co
Latest Disclosed Ownership1,447 shares
Latest Disclosed Value $ 827,873
Lee Financial Co reports 2.43% decrease in ownership of META / Meta Platforms, Inc.

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 1,447 shares of Meta Platforms, Inc. (CO:META) valued at $827,873 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,483 shares of Meta Platforms, Inc.. This represents a change in shares of -2.43% 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)
2026-04-13 2026-03-31 13F META PLATFORMS CL A 30303M102 1,447 -36 -2.43 828 -15.44 0.1102
2026-01-22 2025-12-31 13F META PLATFORMS CL A 30303M102 1,483 -611 -29.18 979 -36.37 0.1321
2025-11-04 2025-09-30 13F META PLATFORMS CL A 30303M102 2,094 644 44.41 1,538 43.64 0.1928
2025-07-24 2025-06-30 13F META PLATFORMS CL A 30303M102 1,450 -21 -1.43 1,070 26.33 0.1535
2025-05-13 2025-03-31 13F META PLATFORMS CL A 30303M102 1,471 -524 -26.27 848 -27.48 0.1295
2025-01-30 2024-12-31 13F META PLATFORMS CL A 30303M102 1,995 55 2.84 1,168 5.23 0.1640
2024-11-14 2024-09-30 13F META PLATFORMS CL A 30303M102 1,940 490 33.79 1,111 51.85 0.1577
2024-08-14 2024-06-30 13F META PLATFORMS CL A 30303M102 1,450 12 0.83 731 4.73 0.1191
2024-05-15 2024-03-31 13F META PLATFORMS CL A 30303M102 1,438 25 1.77 698 39.60 0.1164
2024-02-08 2023-12-31 13F META PLATFORMS CL A 30303M102 1,413 87 6.56 500 25.63 0.0878
2023-11-09 2023-09-30 13F META PLATFORMS CL A 30303M102 1,326 76 6.08 398 11.17 0.0742
2023-08-08 2023-06-30 13F META PLATFORMS CL A 30303M102 1,250 12 0.97 359 36.64 0.0628
2023-05-15 2023-03-31 13F META PLATFORMS CL A 30303M102 1,238 -92 -6.92 262 63.75 0.0450
2023-02-09 2022-12-31 13F META PLATFORMS CL A 30303M102 1,330 -13 -0.97 160 -12.09 0.0273
2022-11-02 2022-09-30 13F META PLATFORMS CL A 30303M102 1,343 -4 -0.30 182 -16.51 0.0340
2022-08-10 2022-06-30 13F META PLATFORMS CL A 30303M102 1,347 136 11.23 218 -18.96 0.0400
2022-05-11 2022-03-31 13F META PLATFORMS CL A 30303M102 1,211 -194 -13.81 269 -43.13 0.0481
2022-02-08 2021-12-31 13F META PLATFORMS CL A 30303M102 1,405 42 3.08 473 2.16 0.0888
2021-11-12 2021-09-30 13F FACEBOOK CL A 30303M102 1,363 106 8.43 463 5.95 0.0958
2021-08-04 2021-06-30 13F FACEBOOK CL A 30303M102 1,257 46 3.80 437 22.41 0.0927
2021-05-13 2021-03-31 13F FACEBOOK CL A 30303M102 1,211 0 0.00 357 7.85 0.0846
2021-02-12 2020-12-31 13F FACEBOOK CL A 30303M102 1,211 0 0.00 331 4.42 0.0859
2020-11-03 2020-09-30 13F FACEBOOK CL A 30303M102 1,211 -1,300 -51.77 317 -44.39 0.0886
2020-08-11 2020-06-30 13F FACEBOOK CL A 30303M102 2,511 0 0.00 570 36.04 0.1582
2020-05-07 2020-03-31 13F FACEBOOK CL A 30303M102 2,511 0 0.00 419 -18.64 0.1390
2020-02-14 2019-12-31 13F FACEBOOK CL A 30303M102 2,511 0 0.00 515 15.21 0.1113
2019-11-08 2019-09-30 13F FACEBOOK CL A 30303M102 2,511 0 0.00 447 -7.84 0.1006
2019-07-30 2019-06-30 13F FACEBOOK CL A 30303M102 2,511 0 0.00 485 15.75 0.1095
2019-04-30 2019-03-31 13F FACEBOOK CL A 30303M102 2,511 61 2.49 419 30.53 0.0981
2019-02-11 2018-12-31 13F FACEBOOK CL A 30303M102 2,450 -332 -11.93 321 -29.91 0.0860
2018-11-07 2018-09-30 13F FACEBOOK CL A 30303M102 2,782 -787 -22.05 458 -33.91 0.1126
2018-08-14 2018-06-30 13F FACEBOOK CL A 30303M102 3,569 -1,993 -35.83 693 -21.96 0.1633
2018-05-09 2018-03-31 13F FACEBOOK CL A 30303M102 5,562 1,112 24.99 888 13.12 0.2253
2018-02-09 2017-12-31 13F FACEBOOK CL A 30303M102 4,450 -105 -2.31 785 0.90 0.2281
2017-11-07 2017-09-30 13F FACEBOOK CL A 30303M102 4,555 105 2.36 778 15.77 0.2510
2017-07-27 2017-06-30 13F FACEBOOK CL A 30303M102 4,450 1,000 28.99 672 37.14 0.2473
2017-05-09 2017-03-31 13F FACEBOOK CL A 30303M102 3,450 0 0.00 490 23.43 0.1953
2017-02-14 2016-12-31 13F FACEBOOK CL A 30303M102 3,450 3,450 397 0.2222
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.