Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionGoldstein Advisors, LLC
Latest Disclosed Ownership2,652 shares
Latest Disclosed Value $ 1,517,246
Goldstein Advisors, LLC reports 3.39% increase in ownership of META / Meta Platforms, Inc.

On April 28, 2026 - Goldstein Advisors, LLC filed a 13F-HR form disclosing ownership of 2,652 shares of Meta Platforms, Inc. (MX:META) valued at $1,517,246 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,565 shares of Meta Platforms, Inc.. This represents a change in shares of 3.39% 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)
2026-04-28 2026-03-31 13F META PLATFORMS CL A 30303M102 2,652 87 3.39 1,517 -10.40 0.1685
2026-02-10 2025-12-31 13F META PLATFORMS CL A 30303M102 2,565 70 2.81 1,693 -7.59 0.1929
2025-10-21 2025-09-30 13F META PLATFORMS CL A 30303M102 2,495 219 9.62 1,832 9.11 0.2227
2025-07-29 2025-06-30 13F META PLATFORMS CL A 30303M102 2,276 221 10.75 1,680 41.81 0.2257
2025-04-23 2025-03-31 13F META PLATFORMS CL A 30303M102 2,055 290 16.43 1,184 14.62 0.1731
2025-01-17 2024-12-31 13F META PLATFORMS CL A 30303M102 1,765 11 0.63 1,033 2.89 0.1501
2024-10-24 2024-09-30 13F META PLATFORMS CL A 30303M102 1,754 179 11.37 1,004 26.45 0.1526
2024-07-24 2024-06-30 13F META PLATFORMS CL A 30303M102 1,575 79 5.28 794 9.37 0.1328
2024-05-13 2024-03-31 13F META PLATFORMS CL A 30303M102 1,496 194 14.90 726 57.83 0.1240
2024-02-12 2023-12-31 13F META PLATFORMS CL A 30303M102 1,302 2 0.15 461 17.95 0.0777
2023-10-18 2023-09-30 13F META PLATFORMS CL A 30303M102 1,300 557 74.97 390 83.10 0.0815
2023-07-21 2023-06-30 13F META PLATFORMS CL A 30303M102 743 743 213 0.0447
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.