Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionCfm Wealth Partners Llc
Latest Disclosed Ownership32,497 shares
Latest Disclosed Value $ 18,592,273
Cfm Wealth Partners Llc reports 5.42% increase in ownership of META / Meta Platforms, Inc.

On April 21, 2026 - Cfm Wealth Partners Llc filed a 13F-HR form disclosing ownership of 32,497 shares of Meta Platforms, Inc. (MX:META) valued at $18,592,273 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 30,826 shares of Meta Platforms, Inc.. This represents a change in shares of 5.42% 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)
2026-04-21 2026-03-31 13F META PLATFORMS CL A 30303M102 32,497 1,671 5.42 18,592 -8.63 2.7865
2026-01-27 2025-12-31 13F META PLATFORMS CL A 30303M102 30,826 1,244 4.21 20,348 -6.34 2.9370
2025-11-03 2025-09-30 13F META PLATFORMS CL A 30303M102 29,582 2,908 10.90 21,724 10.34 3.1539
2025-07-23 2025-06-30 13F META PLATFORMS CL A 30303M102 26,674 1,226 4.82 19,688 34.23 3.1334
2025-04-25 2025-03-31 13F META PLATFORMS CL A 30303M102 25,448 1,092 4.48 14,667 2.85 2.5866
2025-01-24 2024-12-31 13F META PLATFORMS CL A 30303M102 24,356 4,153 20.56 14,261 23.30 2.4053
2024-10-23 2024-09-30 13F/A-1 META PLATFORMS CL A 30303M102 20,203 1,756 9.52 11,565 24.34 2.0199
2024-10-15 2024-09-30 13F META PLATFORMS CL A 30303M102 18,089 -358 8,784 1.7636
2024-07-18 2024-06-30 13F META PLATFORMS CL A 30303M102 18,447 358 1.98 9,301 5.90 1.7087
2024-04-15 2024-03-31 13F META PLATFORMS CL A 30303M102 18,089 1,095 6.44 8,784 46.02 1.7625
2024-01-12 2023-12-31 13F META PLATFORMS CL A 30303M102 16,994 -203 -1.18 6,015 16.52 1.3605
2023-10-11 2023-09-30 13F META PLATFORMS CL A 30303M102 17,197 714 4.33 5,163 9.13 1.3523
2023-07-14 2023-06-30 13F META PLATFORMS CL A 30303M102 16,483 -75 -0.45 4,730 34.80 1.1486
2023-04-12 2023-03-31 13F META PLATFORMS CL A 30303M102 16,558 249 1.53 3,509 78.85 0.9459
2023-01-20 2022-12-31 13F/A-1 META PLATFORMS Equity 30303M102 16,309 -2,453 -13.07 1,963 -22.94 0.5875
2022-10-17 2022-09-30 13F META PLATFORMS Common 30303M102 18,762 -7,336 -28.11 2,546 -39.50 0.8132
2022-07-12 2022-06-30 13F META PLATFORMS Common 30303M102 26,098 -614 -2.30 4,208 -29.16 1.2631
2022-04-14 2022-03-31 13F META PLATFORMS Common 30303M102 26,712 -784 -2.85 5,940 -36.18 1.4218
2022-01-21 2021-12-31 13F META PLATFORMS Common 30303M102 27,496 -776 -2.74 9,308 -2.99 2.0781
2021-10-25 2021-09-30 13F FACEBOOK Common 30303M102 28,272 -218 -0.77 9,595 -3.14 2.4130
2021-07-21 2021-06-30 13F FACEBOOK Common 30303M102 28,490 -517 -1.78 9,906 15.95 2.6306
2021-05-17 2021-03-31 13F FACEBOOK Common 30303M102 29,007 -4,904 -14.46 8,543 -7.77 2.5762
2021-02-10 2020-12-31 13F FACEBOOK Equity 30303M102 33,911 -1,922 -5.36 9,263 -1.29 2.9540
2020-11-10 2020-09-30 13F FACEBOOK Equity 30303M102 35,833 1,011 2.90 9,384 18.68 3.4232
2020-08-14 2020-06-30 13F FACEBOOK Equity 30303M102 34,822 -2,449 -6.57 7,907 27.18 3.0048
2020-05-12 2020-03-31 13F FACEBOOK Equity 30303M102 37,271 339 0.92 6,217 -24.09 2.8882
2020-01-30 2019-12-31 13F FACEBOOK Equity 30303M102 36,932 36,932 8,190 3.0183
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.