Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionFusion Family Wealth LLC
Latest Disclosed Ownership715 shares
Latest Disclosed Value $ 408,870
Fusion Family Wealth LLC ownership in META / Meta Platforms, Inc.

On May 5, 2026 - Fusion Family Wealth LLC filed a 13F-HR form disclosing ownership of 715 shares of Meta Platforms, Inc. (MX:META) valued at $408,870 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 715 shares of Meta Platforms, Inc.. This represents a change in shares of 0.00% 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)
2026-05-05 2026-03-31 13F META PLATFORMS CL A 30303M102 715 0 0.00 409 -13.38 0.0305
2026-02-04 2025-12-31 13F META PLATFORMS CL A 30303M102 715 -110 -13.33 472 -22.15 0.0357
2025-11-06 2025-09-30 13F META PLATFORMS CL A 30303M102 825 1 0.12 606 -0.49 0.0454
2025-07-30 2025-06-30 13F META PLATFORMS CL A 30303M102 824 0 0.00 608 28.00 0.0514
2025-04-28 2025-03-31 13F META PLATFORMS CL A 30303M102 824 0 0.00 475 -1.45 0.0437
2025-01-27 2024-12-31 13F META PLATFORMS CL A 30303M102 824 75 10.01 483 12.62 0.0443
2024-10-17 2024-09-30 13F META PLATFORMS CL A 30303M102 749 108 16.85 429 32.51 0.0395
2024-07-31 2024-06-30 13F META PLATFORMS CL A 30303M102 641 0 0.00 323 3.86 0.0329
2024-05-10 2024-03-31 13F META PLATFORMS CL A 30303M102 641 0 0.00 311 37.61 0.0323
2024-01-29 2023-12-31 13F META PLATFORMS CL A 30303M102 641 641 227 0.0256
2023-01-24 2022-12-31 13F FACEBOOK INC CL A Common Stock 30303M102 0 -641 -100.00 0 -100.00
2022-10-19 2022-09-30 13F FACEBOOK INC CL A Common Stock 30303M102 641 641 218 0.0328
2022-01-20 2021-12-31 13F FACEBOOK INC CL A Common Stock 30303M102 0 -641 -100.00 0 -100.00
2021-10-14 2021-09-30 13F FACEBOOK INC CL A Common Stock 30303M102 641 641 218 0.0328
2021-07-30 2021-06-30 13F FACEBOOK INC CL A Common Stock 30303M102 0 -1,041 -100.00 0 -100.00
2021-04-29 2021-03-31 13F FACEBOOK INC CL A Common Stock 30303M102 1,041 66 6.77 307 15.41 0.0475
2021-02-09 2020-12-31 13F FACEBOOK INC CL A Common Stock 30303M102 975 -175 -15.22 266 -11.63 0.0470
2020-11-09 2020-09-30 13F FACEBOOK INC CL A Common Stock 30303M102 1,150 -385 -25.08 301 -13.75 0.0608
2020-08-13 2020-06-30 13F FACEBOOK INC CL A Common Stock 30303M102 1,535 0 0.00 349 36.33 0.0823
2020-05-06 2020-03-31 13F FACEBOOK INC CL A Common Stock 30303M102 1,535 -25 -1.60 256 -20.00 0.0686
2020-01-29 2019-12-31 13F FACEBOOK INC CL A Common Stock 30303M102 1,560 0 0.00 320 15.11 0.0737
2019-10-31 2019-09-30 13F FACEBOOK INC CL A Common Stock 30303M102 1,560 -1,893 -54.82 278 -58.26 0.0737
2019-08-06 2019-06-30 13F FACEBOOK INC CL A Common Stock 30303M102 3,453 1,893 121.35 666 156.15 0.1658
2019-05-10 2019-03-31 13F FACEBOOK INC CL A Common Stock 30303M102 1,560 -2,202 -58.53 260 -47.26 0.0718
2019-01-18 2018-12-31 13F FACEBOOK INC CL A Common Stock 30303M102 3,762 -29 -0.76 493 -20.87 0.1449
2018-11-07 2018-09-30 13F FACEBOOK INC CL A Common Stock 30303M102 3,791 5 0.13 623 -15.35 0.1672
2018-08-03 2018-06-30 13F FACEBOOK INC CL A Common Stock 30303M102 3,786 94 2.55 736 24.75 0.2068
2018-05-02 2018-03-31 13F FACEBOOK INC CL A Common Stock 30303M102 3,692 -200 -5.14 590 -14.12 0.1984
2018-02-06 2017-12-31 13F FACEBOOK INC CL A Common Stock 30303M102 3,892 2,593 199.62 687 209.46 0.1715
2017-10-30 2017-09-30 13F FACEBOOK INC CL A Common 30303M102 1,299 -2,387 -64.76 222 -60.14 0.0751
2017-08-07 2017-06-30 13F FACEBOOK INC CL A Common 30303M102 3,686 109 3.05 557 9.65 0.1907
2017-05-08 2017-03-31 13F FACEBOOK INC CL A Common 30303M102 3,577 -966 -21.26 508 -11.65 0.1903
2017-02-09 2016-12-31 13F FACEBOOK INC CL A Common 30303M102 4,543 4,543 575 0.3379
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.