Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionKeebeck Wealth Management, LLC
Latest Disclosed Ownership8,735 shares
Latest Disclosed Value $ 4,998,043
Keebeck Wealth Management, LLC reports 24.43% increase in ownership of META / Meta Platforms, Inc.

On May 14, 2026 - Keebeck Wealth Management, LLC filed a 13F-HR form disclosing ownership of 8,735 shares of Meta Platforms, Inc. (MX:META) valued at $4,998,043 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,020 shares of Meta Platforms, Inc.. This represents a change in shares of 24.43% 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 8,735 1,715 24.43 4,998 7.85 0.5622
2026-02-17 2025-12-31 13F META PLATFORMS CL A 30303M102 7,020 373 5.61 4,634 -5.06 0.5348
2025-11-14 2025-09-30 13F META PLATFORMS CL A 30303M102 6,647 283 4.45 4,881 3.94 0.5769
2025-08-14 2025-06-30 13F META PLATFORMS CL A 30303M102 6,364 234 3.82 4,697 32.96 0.6146
2025-05-15 2025-03-31 13F META PLATFORMS CL A 30303M102 6,130 282 4.82 3,533 3.15 0.5212
2025-02-14 2024-12-31 13F META PLATFORMS CL A 30303M102 5,848 -52 -0.88 3,424 1.39 0.4936
2024-11-14 2024-09-30 13F META PLATFORMS CL A 30303M102 5,900 -21 -0.35 3,378 13.13 0.4891
2024-08-14 2024-06-30 13F META PLATFORMS CL A 30303M102 5,921 280 4.96 2,986 8.98 0.4379
2024-05-14 2024-03-31 13F META PLATFORMS CL A 30303M102 5,641 140 2.54 2,739 40.68 0.4029
2024-02-14 2023-12-31 13F META PLATFORMS CL A 30303M102 5,501 241 4.58 1,947 23.31 0.3212
2023-11-14 2023-09-30 13F META PLATFORMS CL A 30303M102 5,260 0 0.00 1,579 4.64 0.2750
2023-08-14 2023-06-30 13F META PLATFORMS CL A 30303M102 5,260 189 3.73 1,510 40.50 0.2074
2023-05-15 2023-03-31 13F META PLATFORMS CL A 30303M102 5,071 -261 -4.89 1,075 67.55 0.1732
2023-02-14 2022-12-31 13F META PLATFORMS CL A 30303M102 5,332 -59 -1.09 642 -12.31 0.1127
2022-11-14 2022-09-30 13F Facebook Inc CL A CL A 30303M102 5,391 -850 -13.62 731 -27.34 0.1409
2022-08-15 2022-06-30 13F Facebook Inc CL A CL A 30303M102 6,241 -6,855 -52.34 1,006 -65.45 0.1923
2022-05-16 2022-03-31 13F Facebook Inc CL A CL A 30303M102 13,096 -25 -0.19 2,912 -34.01 0.4827
2022-02-14 2021-12-31 13F Facebook Inc CL A CL A 30303M102 13,121 30 0.23 4,413 -0.68 0.7875
2021-11-16 2021-09-30 13F Facebook Inc CL A CL A 30303M102 13,091 -794 -5.72 4,443 -7.97 0.8762
2021-08-16 2021-06-30 13F Facebook Inc CL A CL A 30303M102 13,885 1,497 12.08 4,828 32.31 0.6960
2021-05-13 2021-03-31 13F Facebook Inc CL A CL A 30303M102 12,388 -528 -4.09 3,649 3.43 0.5667
2021-02-16 2020-12-31 13F Facebook Inc CL A CL A 30303M102 12,916 0 0.00 3,528 4.32 0.6143
2020-11-02 2020-09-30 13F Facebook Inc CL A CL A 30303M102 12,916 283 2.24 3,382 17.92 0.6981
2020-08-06 2020-06-30 13F Facebook Inc CL A CL A 30303M102 12,633 0 0.00 2,868 36.12 0.9070
2020-05-14 2020-03-31 13F Facebook Inc CL A CL A 30303M102 12,633 0 0.00 2,107 -18.71 0.8765
2020-02-14 2019-12-31 13F Facebook Inc CL A CL A 30303M102 12,633 12,633 2,592 0.8216
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.