Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership5,363 shares
Latest Disclosed Value $ 3,068,081
BSW Wealth Partners reports 5.18% increase in ownership of META / Meta Platforms, Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 5,363 shares of Meta Platforms, Inc. (MX:META) valued at $3,068,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 5,099 shares of Meta Platforms, Inc.. This represents a change in shares of 5.18% 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)
2026-04-14 2026-03-31 13F META PLATFORMS CL A 30303M102 5,363 264 5.18 3,068 -8.83 0.3744
2026-01-23 2025-12-31 13F META PLATFORMS CL A 30303M102 5,099 -243 -4.55 3,365 -14.22 0.4038
2025-10-15 2025-09-30 13F META PLATFORMS CL A 30303M102 5,342 511 10.58 3,923 10.01 0.4887
2025-07-18 2025-06-30 13F META PLATFORMS CL A 30303M102 4,831 63 1.32 3,566 29.77 0.4887
2025-04-24 2025-03-31 13F META PLATFORMS CL A 30303M102 4,768 -15 -0.31 2,748 -1.86 0.4173
2025-01-22 2024-12-31 13F META PLATFORMS CL A 30303M102 4,783 182 3.96 2,801 6.34 0.4111
2024-10-29 2024-09-30 13F META PLATFORMS CL A 30303M102 4,601 190 4.31 2,634 18.39 0.3952
2024-07-16 2024-06-30 13F META PLATFORMS CL A 30303M102 4,411 166 3.91 2,224 7.91 0.3650
2024-04-23 2024-03-31 13F META PLATFORMS CL A 30303M102 4,245 -152 -3.46 2,061 32.46 0.3492
2024-01-25 2023-12-31 13F META PLATFORMS CL A 30303M102 4,397 130 3.05 1,556 21.56 0.3086
2023-10-27 2023-09-30 13F FACEBOOK CL A 30303M102 4,267 328 8.33 1,281 13.27 0.2850
2023-08-11 2023-06-30 13F META PLATFORMS CL A 30303M102 3,939 -90 -2.23 1,130 32.47 0.2358
2023-05-15 2023-03-31 13F FACEBOOK CL A 30303M102 4,029 1,136 39.27 854 0.1749
2023-02-14 2022-12-31 13F FACEBOOK CL A 30303M102 2,893 -1,629 -36.02 0 -100.00 0.0747
2022-11-14 2022-09-30 13F FACEBOOK CL A 30303M102 4,522 49 1.10 614 -14.84 0.1508
2022-08-15 2022-06-30 13F FACEBOOK CL A 30303M102 4,473 145 3.35 721 -25.05 0.1728
2022-05-16 2022-03-31 13F FACEBOOK CL A 30303M102 4,328 279 6.89 962 -29.37 0.2432
2022-02-14 2021-12-31 13F FACEBOOK CL A 30303M102 4,049 117 2.98 1,362 2.10 0.3420
2021-11-15 2021-09-30 13F FACEBOOK CL A 30303M102 3,932 201 5.39 1,334 2.85 0.3729
2021-08-16 2021-06-30 13F FACEBOOK CL A 30303M102 3,731 197 5.57 1,297 24.59 0.3566
2021-05-17 2021-03-31 13F FACEBOOK CL A 30303M102 3,534 216 6.51 1,041 14.90 0.3008
2021-02-16 2020-12-31 13F FACEBOOK CL A 30303M102 3,318 13 0.39 906 4.62 0.2785
2020-11-13 2020-09-30 13F FACEBOOK CL A 30303M102 3,305 132 4.16 866 20.28 0.3250
2020-08-13 2020-06-30 13F FACEBOOK CL A 30303M102 3,173 1,276 67.26 720 127.85 0.2413
2020-05-14 2020-03-31 13F FACEBOOK CL A 30303M102 1,897 38 2.04 316 -17.28 0.1312
2020-02-18 2019-12-31 13F FACEBOOK CL A 30303M102 1,859 254 15.83 382 33.57 0.1301
2019-11-12 2019-09-30 13F FACEBOOK CL A 30303M102 1,605 135 9.18 286 0.70 0.1100
2019-08-13 2019-06-30 13F FACEBOOK INC CL A CL A 30303M102 1,470 1,470 284 0.1074
2018-02-08 2017-12-31 13F FACEBOOK INC CL A COM 30303M102 0 -1,414 -100.00 0 -100.00
2017-11-03 2017-09-30 13F FACEBOOK INC CL A COM 30303M102 1,414 1,414 242 0.1055
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.