Meta Platforms, Inc.
DE ˙ XTRA ˙ US30303M1027
550,00 € ↑13,00 (2,42%)
2026-06-04
DEL PRIS
SecurityDE:FB2A / Meta Platforms, Inc.
InstitutionUMA Financial Services, Inc.
Latest Disclosed Ownership1,941 shares
Latest Disclosed Value $ 1,110,228
UMA Financial Services, Inc. reports 11.62% increase in ownership of FB2A / Meta Platforms, Inc.

On April 24, 2026 - UMA Financial Services, Inc. filed a 13F-HR form disclosing ownership of 1,941 shares of Meta Platforms, Inc. (DE:FB2A) valued at $957,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,739 shares of Meta Platforms, Inc.. This represents a change in shares of 11.62% during the quarter. The current value of the position is $1,067,550 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)
2026-04-24 2026-03-31 13F META PLATFORMS CL A 30303M102 1,941 202 11.62 1,110 -3.31 0.1545
2026-01-29 2025-12-31 13F META PLATFORMS CL A 30303M102 1,739 -189 -9.80 1,148 -18.87 0.1597
2025-11-04 2025-09-30 13F META PLATFORMS CL A 30303M102 1,928 384 24.87 1,416 24.23 0.2015
2025-07-14 2025-06-30 13F META PLATFORMS CL A 30303M102 1,544 151 10.84 1,139 42.02 0.1789
2025-07-11 2025-06-30 13F META PLATFORMS CL A 30303M102 1,544 1,139
2025-04-28 2025-03-31 13F META PLATFORMS CL A 30303M102 1,393 46 3.41 803 1.78 0.1382
2025-02-12 2024-12-31 13F META PLATFORMS CL A 30303M102 1,347 -53 -3.79 789 -4.02 0.1333
2024-10-16 2024-09-30 13F META PLATFORMS CL A 30303M102 1,400 -923 -39.73 821 -27.79 0.1481
2024-07-17 2024-06-30 13F META PLATFORMS CL A 30303M102 2,323 156 7.20 1,138 4.99 0.2097
2024-04-17 2024-03-31 13F META PLATFORMS CL A 30303M102 2,167 20 0.93 1,083 32.23 0.2278
2024-01-23 2023-12-31 13F META PLATFORMS CL A 30303M102 2,147 -289 -11.86 820 5.68 0.1830
2023-10-10 2023-09-30 13F META PLATFORMS CL A 30303M102 2,436 0 0.00 776 11.35 0.1995
2023-07-05 2023-06-30 13F META PLATFORMS CL A 30303M102 2,436 84 3.57 697 37.28 0.1729
2023-04-20 2023-03-31 13F META PLATFORMS CL A 30303M102 2,352 -30 -1.26 507 49.12 0.1331
2023-01-25 2022-12-31 13F META PLATFORMS CL A 30303M102 2,382 -795 -25.02 341 -23.08 0.0920
2022-10-06 2022-09-30 13F META PLATFORMS CL A 30303M102 3,177 219 7.40 442 -6.55 0.1358
2022-08-02 2022-06-30 13F META PLATFORMS CL A 30303M102 2,958 185 6.67 473 -23.71 0.1370
2022-05-05 2022-03-31 13F META PLATFORMS CL A 30303M102 2,773 -29 -1.03 620 -33.33 0.1646
2022-01-11 2021-12-31 13F FACEBOOK CL A 30303M102 2,802 252 9.88 930 12.32 0.2439
2021-10-19 2021-09-30 13F FACEBOOK CL A 30303M102 2,550 3 0.12 828 -7.38 0.2277
2021-07-23 2021-06-30 13F FACEBOOK CL A 30303M102 2,547 -122 -4.57 894 8.50 0.2561
2021-04-06 2021-03-31 13F FACEBOOK CL A 30303M102 2,669 -170 -5.99 824 7.71 0.2681
2021-02-19 2020-12-31 13F FACEBOOK CL A 30303M102 2,839 528 22.85 765 26.66 0.2604
2020-11-04 2020-09-30 13F FACEBOOK CL A 30303M102 2,311 -385 -14.28 604 -14.81 0.2425
2020-08-11 2020-06-30 13F FACEBOOK CL A 30303M102 2,696 69 2.63 709 48.02 0.2858
2020-04-23 2020-03-31 13F FACEBOOK CL A 30303M102 2,627 -489 -15.69 479 -30.68 0.2393
2020-01-14 2019-12-31 13F FACEBOOK CL A 30303M102 3,116 0 0.00 691 10.91 0.3075
2019-11-26 2019-09-30 13F FACEBOOK CL A 30303M102 3,116 3,116 623 0.3043
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.