Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership14,295 shares
Latest Disclosed Value $ 8,178,866
BKD Wealth Advisors, LLC reports 1.88% increase in ownership of META / Meta Platforms, Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 14,295 shares of Meta Platforms, Inc. (MX:META) valued at $8,178,866 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 14,031 shares of Meta Platforms, Inc.. This represents a change in shares of 1.88% 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)
2026-05-01 2026-03-31 13F META PLATFORMS CL A 30303M102 14,295 264 1.88 8,179 -11.69 0.1553
2026-02-10 2025-12-31 13F META PLATFORMS CL A 30303M102 14,031 -21 -0.15 9,262 -10.25 0.1749
2025-10-30 2025-09-30 13F META PLATFORMS CL A 30303M102 14,052 -761 -5.14 10,319 -5.62 0.2050
2025-07-29 2025-06-30 13F META PLATFORMS CL A 30303M102 14,813 539 3.78 10,933 32.91 0.2359
2025-05-13 2025-03-31 13F META PLATFORMS CL A 30303M102 14,274 234 1.67 8,227 0.07 0.1973
2025-02-04 2024-12-31 13F META PLATFORMS CL A 30303M102 14,040 -243 -1.70 8,221 0.54 0.1895
2024-11-14 2024-09-30 13F META PLATFORMS CL A 30303M102 14,283 -205 -1.41 8,176 11.92 0.1879
2024-08-09 2024-06-30 13F META PLATFORMS CL A 30303M102 14,488 285 2.01 7,305 5.93 0.1823
2024-04-19 2024-03-31 13F META PLATFORMS CL A 30303M102 14,203 -650 -4.38 6,897 31.18 0.1753
2024-01-11 2023-12-31 13F META PLATFORMS CL A 30303M102 14,853 -493 -3.21 5,257 14.13 0.1464
2023-10-26 2023-09-30 13F META PLATFORMS CL A 30303M102 15,346 -5,333 -25.79 4,607 -22.38 0.1390
2023-08-08 2023-06-30 13F META PLATFORMS CL A 30303M102 20,679 5,251 34.04 5,935 81.52 0.1739
2023-04-27 2023-03-31 13F META PLATFORMS CL A 30303M102 15,428 2,974 23.88 3,270 118.22 0.1071
2023-02-03 2022-12-31 13F META PLATFORMS CL A 30303M102 12,454 -5,480 -30.56 1,499 -38.43 0.0524
2022-10-14 2022-09-30 13F META PLATFORMS CL A 30303M102 17,934 1,079 6.40 2,433 -10.49 0.0982
2022-07-22 2022-06-30 13F META PLATFORMS CL A 30303M102 16,855 -410 -2.37 2,718 -29.20 0.1100
2022-05-10 2022-03-31 13F FACEBOOK CL A 30303M102 17,265 4,416 34.37 3,839 -11.18 0.1626
2022-01-14 2021-12-31 13F META PLATFORMS CL A 30303M102 12,849 419 3.37 4,322 2.44 0.1818
2021-10-14 2021-09-30 13F FACEBOOK CL A 30303M102 12,430 166 1.35 4,219 -1.06 0.1939
2021-07-14 2021-06-30 13F FACEBOOK CL A 30303M102 12,264 -337 -2.67 4,264 14.90 0.1984
2021-04-23 2021-03-31 13F FACEBOOK CL A 30303M102 12,601 -7,695 -37.91 3,711 -33.06 0.1843
2021-01-22 2020-12-31 13F FACEBOOK CL A 30303M102 20,296 663 3.38 5,544 7.82 0.2777
2020-11-05 2020-09-30 13F FACEBOOK CL A 30303M102 19,633 1,584 8.78 5,142 25.48 0.2994
2020-07-15 2020-06-30 13F FACEBOOK CL A 30303M102 18,049 4,868 36.93 4,098 86.36 0.2654
2020-04-10 2020-03-31 13F FACEBOOK CL A 30303M102 13,181 2,615 24.75 2,199 1.38 0.1803
2020-01-13 2019-12-31 13F FACEBOOK CL A 30303M102 10,566 1,799 20.52 2,169 38.95 0.1562
2019-10-28 2019-09-30 13F FACEBOOK CL A 30303M102 8,767 296 3.49 1,561 -4.53 0.1249
2019-07-10 2019-06-30 13F FACEBOOK CL A 30303M102 8,471 -676 -7.39 1,635 7.21 0.1325
2019-04-10 2019-03-31 13F FACEBOOK CL A 30303M102 9,147 1,511 19.79 1,525 52.35 0.1265
2019-01-28 2018-12-31 13F/A-1 FACEBOOK CL A 30303M102 7,636 -404 -5.02 1,001 -24.28 0.1023
2019-01-15 2018-12-31 13F FACEBOOK CL A 30303M102 7,636 -404 1,001 0.0926
2018-10-09 2018-09-30 13F FACEBOOK CL A 30303M102 8,040 29 0.36 1,322 -15.09 0.1159
2018-07-13 2018-06-30 13F FACEBOOK CL A 30303M102 8,011 439 5.80 1,557 28.68 0.1512
2018-05-25 2018-03-31 13F/A-1 FACEBOOK CL A 30303M102 7,572 -799 -9.54 1,210 -18.08 0.1213
2018-04-20 2018-03-31 13F FACEBOOK CL A 30303M102 7,590 -781 1,263
2018-01-18 2017-12-31 13F FACEBOOK CL A 30303M102 8,371 1,250 17.55 1,477 21.36 0.1477
2017-10-13 2017-09-30 13F FACEBOOK CL A 30303M102 7,121 -402 -5.34 1,217 7.13 0.1339
2017-07-10 2017-06-30 13F FACEBOOK CL A 30303M102 7,523 639 9.28 1,136 16.16 0.1288
2017-04-13 2017-03-31 13F FACEBOOK CL A 30303M102 6,884 -538 -7.25 978 14.52 0.1194
2017-01-06 2016-12-31 13F FACEBOOK CL A 30303M102 7,422 1,227 19.81 854 7.42 0.1117
2016-10-18 2016-09-30 13F FACEBOOK CL A 30303M102 6,195 2,607 72.66 795 93.90 0.1107
2016-07-12 2016-06-30 13F FACEBOOK CL A 30303M102 3,588 139 4.03 410 4.06 0.0609
2016-04-12 2016-03-31 13F FACEBOOK CL A 30303M102 3,449 -60 -1.71 394 7.36 0.0629
2016-01-26 2015-12-31 13F FACEBOOK CL A 30303M102 3,509 357 11.33 367 29.68 0.0552
2015-11-10 2015-09-30 13F/A-1 FACEBOOK CL A 30303M102 3,152 166 5.56 283 10.55 0.0498
2015-10-13 2015-09-30 13F FACEBOOK CL A 30303M102 3,152 166 283 0.0478
2015-07-08 2015-06-30 13F FACEBOOK CL A 30303M102 2,986 148 5.21 256 9.87 0.0384
2015-04-16 2015-03-31 13F FACEBOOK CL A 30303M102 2,838 2,838 233 0.0337
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.