Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership11,493 shares
Latest Disclosed Value $ 6,575,744
Legacy Financial Advisors, Inc. reports 4.61% increase in ownership of META / Meta Platforms, Inc.

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 11,493 shares of Meta Platforms, Inc. (MX:META) valued at $6,575,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 10,987 shares of Meta Platforms, Inc.. This represents a change in shares of 4.61% 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)
2026-04-30 2026-03-31 13F META PLATFORMS INC CL A Stock 30303M102 11,493 506 4.61 6,576 -9.34 0.9195
2026-02-04 2025-12-31 13F META PLATFORMS INC CL A Stock 30303M102 10,987 -382 -3.36 7,253 -13.13 1.0032
2025-11-10 2025-09-30 13F META PLATFORMS INC CL A Stock 30303M102 11,369 123 1.09 8,349 0.58 1.1502
2025-08-07 2025-06-30 13F META PLATFORMS INC CL A Stock 30303M102 11,246 -36 -0.32 8,301 27.65 1.2967
2025-05-14 2025-03-31 13F META PLATFORMS INC CL A Stock 30303M102 11,282 412 3.79 6,502 2.17 1.0874
2025-02-13 2024-12-31 13F META PLATFORMS INC CL A Stock 30303M102 10,870 -116 -1.06 6,364 1.21 1.0522
2024-11-14 2024-09-30 13F META PLATFORMS INC CL A Stock 30303M102 10,986 377 3.55 6,289 17.55 1.0563
2024-08-13 2024-06-30 13F META PLATFORMS INC CL A Stock 30303M102 10,609 403 3.95 5,349 7.95 0.9525
2024-05-14 2024-03-31 13F META PLATFORMS INC CL A Stock 30303M102 10,206 -512 -4.78 4,956 30.64 0.8878
2024-02-13 2023-12-31 13F/A-1 META PLATFORMS INC CL A Stock 30303M102 10,718 713 7.13 3,794 26.31 0.7287
2024-02-06 2023-12-31 13F META PLATFORMS INC CL A Stock 30303M102 10,718 713 3,794 0.7308
2023-11-13 2023-09-30 13F META PLATFORMS INC CL A Stock 30303M102 10,005 1,023 11.39 3,004 16.53 0.6011
2023-08-08 2023-06-30 13F META PLATFORMS INC CL A Stock 30303M102 8,982 471 5.53 2,578 42.93 0.4814
2023-05-03 2023-03-31 13F META PLATFORMS INC CL A Stock 30303M102 8,511 487 6.07 1,804 86.84 0.3686
2023-02-06 2022-12-31 13F META PLATFORMS INC CL A Stock 30303M102 8,024 3,262 68.50 966 49.38 0.2080
2022-11-09 2022-09-30 13F META PLATFORMS INC CL A Stock 30303M102 4,762 593 14.22 646 -3.87 0.1545
2022-08-08 2022-06-30 13F META PLATFORMS INC CL A Stock 30303M102 4,169 1,045 33.45 672 -3.31 0.1670
2022-05-04 2022-03-31 13F META PLATFORMS INC CL A Stock 30303M102 3,124 -1,435 -31.48 695 -54.66 0.1563
2022-02-04 2021-12-31 13F META PLATFORMS INC CL A Stock 30303M102 4,559 397 9.54 1,533 8.49 0.3517
2021-10-26 2021-09-30 13F FACEBOOK INC CL A Stock 30303M102 4,162 670 19.19 1,413 16.39 0.3464
2021-07-21 2021-06-30 13F FACEBOOK INC CL A Stock 30303M102 3,492 59 1.72 1,214 20.08 0.3074
2021-04-28 2021-03-31 13F FACEBOOK INC CL A Stock 30303M102 3,433 221 6.88 1,011 15.28 0.2770
2021-02-02 2020-12-31 13F FACEBOOK INC CL A Stock 30303M102 3,212 249 8.40 877 13.02 0.2479
2020-11-09 2020-09-30 13F FACEBOOK INC CL A Stock 30303M102 2,963 2,963 776 0.2367
2020-05-12 2020-03-31 13F FACEBOOK INC CL A Stock 30303M102 0 -2,207 -100.00 0 -100.00
2020-01-27 2019-12-31 13F FACEBOOK INC CL A Stock 30303M102 2,207 76 3.57 453 19.53 0.1433
2019-11-07 2019-09-30 13F FACEBOOK INC CL A Stock 30303M102 2,131 21 1.00 379 -6.88 0.1260
2019-08-07 2019-06-30 13F FACEBOOK INC CL A COM 30303M102 2,110 -152 -6.72 407 7.96 0.1439
2019-05-14 2019-03-31 13F FACEBOOK INC CL A Stock 30303M102 2,262 570 33.69 377 69.82 0.1277
2019-01-16 2018-12-31 13F FACEBOOK INC CL A Stock 30303M102 1,692 187 12.43 222 -10.12 0.0859
2018-10-30 2018-09-30 13F FACEBOOK INC CL A Stock 30303M102 1,505 -122 -7.50 247 -26.71 0.0895
2018-07-17 2018-06-30 13F FACEBOOK INC CL A Stock 30303M102 1,627 -136 -7.71 337 16.21 0.1279
2018-04-12 2018-03-31 13F FACEBOOK INC CL A Stock 30303M102 1,763 -49 -2.70 290 -9.09 0.1153
2018-02-09 2017-12-31 13F FACEBOOK INC CL A Stock 30303M102 1,812 1,812 319 0.1309
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.