Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionBIP Wealth, LLC
Latest Disclosed Ownership7,074 shares
Latest Disclosed Value $ 4,047,542
BIP Wealth, LLC reports 12.94% decrease in ownership of META / Meta Platforms, Inc.

On April 27, 2026 - BIP Wealth, LLC filed a 13F-HR form disclosing ownership of 7,074 shares of Meta Platforms, Inc. (MX:META) valued at $4,047,542 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 8,125 shares of Meta Platforms, Inc.. This represents a change in shares of -12.94% 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)
2026-04-27 2026-03-31 13F META PLATFORMS CL A 30303M102 7,074 -1,051 -12.94 4,048 -24.54 0.1646
2026-01-21 2025-12-31 13F META PLATFORMS CL A 30303M102 8,125 4,340 114.66 5,363 92.98 0.1893
2025-10-30 2025-09-30 13F META PLATFORMS COM 30303M102 3,785 1,250 49.31 2,780 48.61 0.1373
2025-07-31 2025-06-30 13F META PLATFORMS COM 30303M102 2,535 229 9.93 1,871 40.71 0.1153
2025-05-02 2025-03-31 13F META PLATFORMS COM 30303M102 2,306 -151 -6.15 1,329 -7.58 0.0866
2025-02-14 2024-12-31 13F META PLATFORMS COM 30303M102 2,457 -16 -0.65 1,439 1.55 0.0963
2024-11-07 2024-09-30 13F META PLATFORMS COM 30303M102 2,473 69 2.87 1,416 16.83 0.0965
2024-08-08 2024-06-30 13F META PLATFORMS COM 30303M102 2,404 -126 -4.98 1,213 -1.30 0.0993
2024-05-08 2024-03-31 13F META PLATFORMS COM 30303M102 2,530 1,077 74.12 1,229 138.91 0.0899
2024-02-02 2023-12-31 13F META PLATFORMS COM 30303M102 1,453 8 0.55 514 18.71 0.0405
2023-11-09 2023-09-30 13F META PLATFORMS INC CL A COM 30303M102 1,445 325 29.02 434 34.89 0.0399
2023-07-27 2023-06-30 13F META PLATFORMS INC COM CL A COM CL A 30303M102 1,120 -694 -38.26 321 -16.41 0.0263
2023-05-10 2023-03-31 13F META PLATFORMS INC COM 30303M102 1,814 1,814 385 0.0423
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.