Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionLevel Financial Advisors, Inc.
Latest Disclosed Ownership814 shares
Latest Disclosed Value $ 465,714
Level Financial Advisors, Inc. reports 7.67% increase in ownership of META / Meta Platforms, Inc.

On April 10, 2026 - Level Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 814 shares of Meta Platforms, Inc. (MX:META) valued at $465,714 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 756 shares of Meta Platforms, Inc.. This represents a change in shares of 7.67% 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)
2026-04-10 2026-03-31 13F META PLATFORMS CL A 30303M102 814 58 7.67 466 -6.81 0.1188
2026-01-26 2025-12-31 13F META PLATFORMS CL A 30303M102 756 0 0.00 499 -10.09 0.1319
2025-10-15 2025-09-30 13F META PLATFORMS CL A 30303M102 756 0 0.00 555 -0.36 0.1565
2025-07-15 2025-06-30 13F META PLATFORMS CL A 30303M102 756 -18 -2.33 558 24.89 0.1736
2025-04-10 2025-03-31 13F META PLATFORMS CL A 30303M102 774 -28 -3.49 446 -4.90 0.1517
2025-01-22 2024-12-31 13F META PLATFORMS CL A 30303M102 802 178 28.53 470 31.37 0.1723
2024-10-10 2024-09-30 13F META PLATFORMS CL A 30303M102 624 624 357 0.1363
2024-07-23 2024-06-30 13F META PLATFORMS CL A 30303M102 0 -624 -100.00 0 -100.00
2024-04-19 2024-03-31 13F META PLATFORMS CL A 30303M102 624 0 0.00 303 37.73 0.1374
2024-01-23 2023-12-31 13F META PLATFORMS CL A 30303M102 624 -20 -3.11 221 13.99 0.1092
2023-10-18 2023-09-30 13F META PLATFORMS CL A 30303M102 644 -32 -4.73 193 0.00 0.1081
2023-07-14 2023-06-30 13F META PLATFORMS CL A 30303M102 676 32 4.97 194 41.91 0.1083
2023-04-10 2023-03-31 13F META PLATFORMS CL A 30303M102 644 -115 -15.15 136 49.45 0.0819
2023-01-23 2022-12-31 13F META PLATFORMS CL A 30303M102 759 12 1.61 91 -9.90 0.0596
2022-10-18 2022-09-30 13F META PLATFORMS CL A 30303M102 747 -25 -3.24 101 -18.55 0.0746
2022-08-10 2022-06-30 13F/A-1 META PLATFORMS CL A 30303M102 772 17 2.25 124 -26.19 0.0913
2022-07-19 2022-06-30 13F META PLATFORMS CL A 30303M102 755 0 168 0.1245
2022-04-08 2022-03-31 13F FACEBOOK CL A 30303M102 755 28 3.85 168 -31.43 0.1294
2022-01-20 2021-12-31 13F META PLATFORMS CL A 30303M102 727 727 245 0.1868
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.