Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership5,325 shares
Latest Disclosed Value $ 3,046,596
WealthPLAN Partners, LLC reports 25.04% decrease in ownership of META / Meta Platforms, Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 5,325 shares of Meta Platforms, Inc. (MX:META) valued at $3,046,596 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,104 shares of Meta Platforms, Inc.. This represents a change in shares of -25.04% 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)
2026-04-29 2026-03-31 13F META PLATFORMS CL A 30303M102 5,325 -1,779 -25.04 3,047 -35.04 0.4966
2026-02-12 2025-12-31 13F META PLATFORMS CL A 30303M102 7,104 823 13.10 4,689 1.67 0.7005
2025-10-27 2025-09-30 13F META PLATFORMS CL A 30303M102 6,281 92 1.49 4,613 0.96 0.6914
2025-07-28 2025-06-30 13F META PLATFORMS CL A 30303M102 6,189 -878 -12.42 4,568 12.15 0.7351
2025-05-12 2025-03-31 13F META PLATFORMS CL A 30303M102 7,067 -209 -2.87 4,073 -4.39 0.5742
2025-01-30 2024-12-31 13F META PLATFORMS CL A 30303M102 7,276 -1,057 -12.68 4,260 -10.69 0.6043
2024-11-05 2024-09-30 13F META PLATFORMS CL A 30303M102 8,333 -1,228 -12.84 4,770 -1.04 0.6405
2024-08-09 2024-06-30 13F META PLATFORMS CL A 30303M102 9,561 159 1.69 4,821 5.59 0.5176
2024-05-07 2024-03-31 13F META PLATFORMS CL A 30303M102 9,402 -1,774 -15.87 4,565 15.42 0.4727
2024-01-05 2023-12-31 13F META PLATFORMS CL A 30303M102 11,176 816 7.88 3,956 27.17 0.4066
2023-11-02 2023-09-30 13F META PLATFORMS CL A 30303M102 10,360 4,226 68.89 3,110 76.70 0.3614
2023-07-31 2023-06-30 13F Meta Platforms Stock/ETF 30303M102 6,134 -5,727 -48.28 1,760 -29.96 0.2490
2023-05-10 2023-03-31 13F Meta Platforms Stock/ETF 30303M102 11,861 -22,755 -65.74 2,514 -59.55 0.2860
2023-02-16 2022-12-31 13F META PLATFORMS CL A 30303M102 34,616 -23,207 -40.13 6,213 -46.41 0.4341
2022-05-03 2022-03-31 13F META PLATFORMS CL A 30303M102 57,823 17,502 43.41 11,592 -8.23 0.8042
2022-02-01 2021-12-31 13F META PLATFORMS CL A 30303M102 40,321 1,404 3.61 12,631 0.54 0.8322
2021-12-09 2021-09-30 13F FACEBOOK CL A 30303M102 38,917 26 0.07 12,563 -10.26 0.8354
2021-08-19 2021-06-30 13F FACEBOOK CL A 30303M102 38,891 978 2.58 13,999 15.98 0.9851
2021-05-11 2021-03-31 13F FACEBOOK CL A 30303M102 37,913 882 2.38 12,070 22.30 0.9367
2021-02-09 2020-12-31 13F FACEBOOK CL A 30303M102 37,031 399 1.09 9,869 -2.06 0.8389
2020-12-18 2020-09-30 13F FACEBOOK CL A 30303M102 36,632 221 0.61 10,077 5.92 0.9824
2020-08-19 2020-06-30 13F FACEBOOK CL A 30303M102 36,411 928 2.62 9,514 29.64 0.9852
2020-05-15 2020-03-31 13F FACEBOOK CL A 30303M102 35,483 2,331 7.03 7,339 5.04 0.9525
2020-02-14 2019-12-31 13F FACEBOOK CL A 30303M102 33,152 -221 -0.66 6,987 8.36 0.8249
2019-11-15 2019-09-30 13F FACEBOOK CL A 30303M102 33,373 797 2.45 6,448 5.03 0.8814
2019-08-19 2019-06-30 13F FACEBOOK CL A 30303M102 32,576 -3,320 -9.25 6,139 -8.18 0.9242
2019-05-16 2019-03-31 13F FACEBOOK CL A 30303M102 35,896 -385 -1.06 6,686 13.40 1.0437
2019-02-20 2018-12-31 13F FACEBOOK CL A 30303M102 36,281 1,841 5.35 5,896 29.27 0.9483
2018-11-21 2018-09-30 13F FACEBOOK CL A 30303M102 34,440 682 2.02 4,561 -30.47 0.8326
2018-08-16 2018-06-30 13F FACEBOOK CL A 30303M102 33,758 -1,107 -3.18 6,560 17.75 1.3447
2018-05-15 2018-03-31 13F FACEBOOK CL A 30303M102 34,865 1,799 5.44 5,571 -4.52 1.2225
2018-02-16 2017-12-31 13F FACEBOOK CL A 30303M102 33,066 -204 -0.61 5,835 2.66 1.5622
2017-11-14 2017-09-30 13F FACEBOOK CL A 30303M102 33,270 2,273 7.33 5,684 21.45 1.5946
2017-08-11 2017-06-30 13F FACEBOOK CL A 30303M102 30,997 29,564 2,063.08 4,680 2,205.42 1.3442
2017-04-19 2017-03-31 13F FACEBOOK Common Stock 30303M102 1,433 -16,146 -91.85 203 -90.99 0.7061
2016-12-09 2016-09-30 13F FACEBOOK Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 30303M102 17,579 -18,014 -50.61 2,253 10.33 0.7337
2016-08-08 2016-06-30 13F Facebook Inc Cl A Common Stock 30303M102 35,593 -17,215 -32.60 2,043 15.24 0.2622
2016-03-24 2015-12-31 13F FACEBOOK CL A 30303M102 52,808 37,251 239.45 1,773 32.83 0.2882
2015-08-10 2015-06-30 13F FACEBOOK CL A 30303M102 15,557 -695 -4.28 1,334 0.00 0.5836
2015-05-04 2015-03-31 13F Facebook Inc Cl A Common Stock 30303M102 16,252 16,252 1,334 0.6211
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.