Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionGeoWealth Management, LLC
Latest Disclosed Ownership22,868 shares
Latest Disclosed Value $ 13,083,928
GeoWealth Management, LLC reports 0.94% increase in ownership of META / Meta Platforms, Inc.

On May 13, 2026 - GeoWealth Management, LLC filed a 13F-HR form disclosing ownership of 22,868 shares of Meta Platforms, Inc. (MX:META) valued at $13,083,928 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 22,656 shares of Meta Platforms, Inc.. This represents a change in shares of 0.94% 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)
2026-05-13 2026-03-31 13F META PLATFORMS CL A 30303M102 22,868 212 0.94 13,084 -12.52 0.3845
2026-02-17 2025-12-31 13F META PLATFORMS CL A 30303M102 22,656 -1,067 -4.50 14,956 -14.16 0.5513
2025-11-13 2025-09-30 13F META PLATFORMS CL A 30303M102 23,723 6,994 41.81 17,422 41.10 0.6356
2025-08-13 2025-06-30 13F META PLATFORMS CL A 30303M102 16,729 -1,166 -6.52 12,348 19.71 0.4820
2025-05-09 2025-03-31 13F META PLATFORMS CL A 30303M102 17,895 -2,740 -13.28 10,314 -14.63 0.4145
2025-02-13 2024-12-31 13F META PLATFORMS CL A 30303M102 20,635 2,231 12.12 12,082 14.68 0.3951
2024-11-12 2024-09-30 13F META PLATFORMS CL A 30303M102 18,404 -174 -0.94 10,535 12.47 0.3719
2024-08-12 2024-06-30 13F META PLATFORMS CL A 30303M102 18,578 1,022 5.82 9,367 9.89 0.4075
2024-05-15 2024-03-31 13F/A-1 META PLATFORMS CL A 30303M102 17,556 5,728 48.43 8,525 213,000.00 0.3297
2024-02-13 2023-12-31 13F META PLATFORMS CL A 30303M102 11,828 11,446 2,996.34 4 0.3462
2023-11-13 2023-09-30 13F META PLATFORMS CL A 30303M102 382 313 453.62 0 0.0130
2023-08-10 2023-06-30 13F/A-1 META PLATFORMS CL A 30303M102 69 -158 -69.60 0 0.0022
2023-08-10 2023-06-30 13F META PLATFORMS CL A 30303M102 69 0
2023-05-12 2023-03-31 13F META PLATFORMS CL A 30303M102 227 227 0 0.0056
2023-02-13 2022-12-31 13F META PLATFORMS CL A 30303M102 0 -416 -100.00 0 -100.00
2022-11-14 2022-09-30 13F META PLATFORMS CL A 30303M102 416 -1,500 -78.29 56 -81.88 0.0061
2022-08-12 2022-06-30 13F META PLATFORMS CL A 30303M102 1,916 -428 -18.26 309 -40.69 0.0414
2022-05-13 2022-03-31 13F META PLATFORMS CL A 30303M102 2,344 1,532 188.67 521 91.54 0.0458
2022-02-14 2021-12-31 13F FACEBOOK CL A 30303M102 812 117 16.83 272 15.25 0.0222
2021-11-12 2021-09-30 13F FACEBOOK CL A 30303M102 695 181 35.21 236 32.58 0.0195
2021-08-17 2021-06-30 13F FACEBOOK CL A 30303M102 514 -370 -41.86 178 -31.80 0.0225
2021-05-13 2021-03-31 13F FACEBOOK CL A 30303M102 884 341 62.80 261 77.55 0.0407
2021-02-12 2020-12-31 13F FACEBOOK CL A 30303M102 543 543 147 0.0236
2020-11-13 2020-09-30 13F FB CL A 30303M102 0 -1,101 -100.00 0 -100.00
2020-08-14 2020-06-30 13F FB CL A 30303M102 1,101 1,101 250 0.1033
2020-05-13 2020-03-31 13F FACEBOOK CL A 30303M102 0 -1,005 -100.00 0 -100.00
2020-02-13 2019-12-31 13F FACEBOOK CL A 30303M102 1,005 -827 -45.14 207 -36.70 0.1113
2019-11-14 2019-09-30 13F FACEBOOK CL A 30303M102 1,832 1,832 327 0.0736
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.