Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionJoseph P. Lucia & Associates, LLC
Latest Disclosed Ownership4,582 shares
Latest Disclosed Value $ 2,621,666
Joseph P. Lucia & Associates, LLC reports 0.89% decrease in ownership of META / Meta Platforms, Inc.

On May 14, 2026 - Joseph P. Lucia & Associates, LLC filed a 13F-HR form disclosing ownership of 4,582 shares of Meta Platforms, Inc. (MX:META) valued at $2,621,666 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 4,623 shares of Meta Platforms, Inc.. This represents a change in shares of -0.89% 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)
2026-05-14 2026-03-31 13F META PLATFORMS CL A 30303M102 4,582 -41 -0.89 2,622 -14.09 0.9373
2026-01-28 2025-12-31 13F META PLATFORMS CL A 30303M102 4,623 58 1.27 3,052 -8.98 1.1006
2025-10-20 2025-09-30 13F META PLATFORMS CL A 30303M102 4,565 -30 -0.65 3,353 -1.15 1.2647
2025-08-04 2025-06-30 13F META PLATFORMS CL A 30303M102 4,595 -12 -0.26 3,391 27.72 1.3877
2025-05-14 2025-03-31 13F META PLATFORMS CL A 30303M102 4,607 -130 -2.74 2,655 -4.26 1.2133
2025-01-22 2024-12-31 13F META PLATFORMS CL A 30303M102 4,737 -144 -2.95 2,774 -0.75 1.2329
2024-10-23 2024-09-30 13F META PLATFORMS CL A 30303M102 4,881 -64 -1.29 2,794 12.07 1.2869
2024-07-24 2024-06-30 13F META PLATFORMS CL A 30303M102 4,945 431 9.55 2,493 13.78 1.2772
2024-05-03 2024-03-31 13F META PLATFORMS CL A 30303M102 4,514 18 0.40 2,192 37.71 1.1742
2024-01-29 2023-12-31 13F META PLATFORMS CL A 30303M102 4,496 -15 -0.33 1,591 17.50 0.9905
2023-10-30 2023-09-30 13F META PLATFORMS CL A 30303M102 4,511 -20 -0.44 1,354 4.15 0.9469
2023-07-21 2023-06-30 13F META PLATFORMS CL A 30303M102 4,531 -15 -0.33 1,300 34.99 0.8705
2023-05-02 2023-03-31 13F META PLATFORMS CL A 30303M102 4,546 115 2.60 963 80.68 0.6711
2023-02-13 2022-12-31 13F META PLATFORMS CL A 30303M102 4,431 -383 -7.96 533 -18.38 0.3993
2022-10-28 2022-09-30 13F META PLATFORMS CL A 30303M102 4,814 493 11.41 653 -6.31 0.5127
2022-07-26 2022-06-30 13F META PLATFORMS CL A 30303M102 4,321 -135 -3.03 697 -29.67 0.4919
2022-04-19 2022-03-31 13F META PLATFORMS CL A 30303M102 4,456 1,790 67.14 991 10.48 0.6027
2022-02-04 2021-12-31 13F META PLATFORMS CL A 30303M102 2,666 0 0.00 897 -0.88 0.5701
2021-10-13 2021-09-30 13F FACEBOOK CL A 30303M102 2,666 0 0.00 905 -2.37 0.5362
2021-07-27 2021-06-30 13F FACEBOOK CL A 30303M102 2,666 0 0.00 927 18.09 0.5539
2021-04-23 2021-03-31 13F FACEBOOK CL A 30303M102 2,666 481 22.01 785 31.49 0.3502
2021-01-29 2020-12-31 13F FACEBOOK CL A 30303M102 2,185 -122 -5.29 597 -1.16 0.4167
2020-10-20 2020-09-30 13F FACEBOOK CL A 30303M102 2,307 186 8.77 604 25.31 0.5637
2020-07-10 2020-06-30 13F FACEBOOK CL A 30303M102 2,121 0 0.00 482 36.16 0.4336
2020-04-22 2020-03-31 13F FACEBOOK CL A 30303M102 2,121 -85 -3.85 354 -21.85 0.3937
2020-01-23 2019-12-31 13F FACEBOOK CL A 30303M102 2,206 -38 -1.69 453 13.25 0.4120
2019-10-15 2019-09-30 13F FACEBOOK CL A 30303M102 2,244 -50 -2.18 400 -9.71 0.4121
2019-07-23 2019-06-30 13F FACEBOOK CL A 30303M102 2,294 -202,893 -98.88 443 -62.23 0.4647
2019-05-02 2019-03-31 13F FACEBOOK CL A 30303M102 205,187 205,187 1,173 0.0873
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.