Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionLFA - Lugano Financial Advisors SA
Latest Disclosed Ownership468 shares
Latest Disclosed Value $ 267,757
LFA - Lugano Financial Advisors SA ownership in META / Meta Platforms, Inc.

On May 5, 2026 - LFA - Lugano Financial Advisors SA filed a 13F-HR form disclosing ownership of 468 shares of Meta Platforms, Inc. (MX:META) valued at $267,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 468 shares of Meta Platforms, Inc.. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F META PLATFORMS CL A 30303M102 468 0 0.00 268 -13.31 0.1362
2026-01-29 2025-12-31 13F META PLATFORMS CL A 30303M102 468 0 0.00 309 -10.20 0.1595
2025-11-05 2025-09-30 13F META PLATFORMS CL A 30303M102 468 -5 -1.06 344 -1.72 0.1812
2025-08-07 2025-06-30 13F META PLATFORMS CL A 30303M102 473 228 93.06 349 147.52 0.2069
2025-04-28 2025-03-31 13F META PLATFORMS CL A 30303M102 245 -109 -30.79 141 -31.88 0.0960
2025-02-10 2024-12-31 13F META PLATFORMS CL A 30303M102 354 50 16.45 207 18.97 0.1355
2024-11-07 2024-09-30 13F META PLATFORMS CL A 30303M102 304 19 6.67 174 21.68 0.1183
2024-07-30 2024-06-30 13F META PLATFORMS CL A 30303M102 285 0 0.00 144 3.62 0.1095
2024-05-03 2024-03-31 13F META PLATFORMS CL A 30303M102 285 195 216.67 138 345.16 0.1008
2024-01-22 2023-12-31 13F META PLATFORMS CL A 30303M102 90 -125 -58.14 32 -51.56 0.0250
2023-10-23 2023-09-30 13F META PLATFORMS CL A 30303M102 215 -563 -72.37 65 -71.30 0.0553
2023-08-07 2023-06-30 13F META PLATFORMS CL A 30303M102 778 195 33.45 223 81.30 0.1486
2023-05-09 2023-03-31 13F META PLATFORMS CL A 30303M102 583 -182 -23.79 124 33.70 0.0935
2023-02-08 2022-12-31 13F META PLATFORMS CL A 30303M102 765 -765 -50.00 92 -55.77 0.0683
2022-11-08 2022-09-30 13F META PLATFORMS CL A 30303M102 1,530 765 100.00 208 69.11 0.1633
2022-07-29 2022-06-30 13F META PLATFORMS CL A 30303M102 765 0 0.00 123 -28.07 0.0860
2022-05-09 2022-03-31 13F FACEBOOK CL A 30303M102 765 -280 -26.79 171 -51.28 0.1144
2022-01-20 2021-12-31 13F META PLATFORMS CL A 30303M102 1,045 1,045 351 0.2026
2021-04-27 2021-03-31 13F FACEBOOK CL A 30303M102 0 -834 -100.00 0 -100.00
2021-01-25 2020-12-31 13F FACEBOOK CL A 30303M102 834 0 0.00 228 -6.94 0.1768
2020-10-23 2020-09-30 13F FACEBOOK CL A 30303M102 834 834 245 0.2274
2020-01-10 2019-12-31 13F Facebook CL A 30303M102 0 -51 -100.00 0 -100.00
2019-08-02 2019-06-30 13F Facebook CL A 30303M102 51 -300 -85.47 10 -82.76 0.0062
2019-05-02 2019-03-31 13F/A-1 Facebook CL A 30303M102 351 -4,587 -92.89 58 -92.86 0.0348
2019-04-30 2019-03-31 13F Facebook CL A 30303M102 351 -4,587 58 0.0348
2019-02-07 2018-12-31 13F Facebook CL A 30303M102 4,938 0 0.00 812 0.00 0.5643
2018-10-11 2018-09-30 13F Facebook CL A 30303M102 4,938 616 14.25 812 -2.64 0.5643
2018-09-04 2018-06-30 13F/A-1 Facebook Inc-A CL A 30303M102 4,322 4,322 834 0.8004
2018-08-30 2018-06-30 13F Facebook Inc-A CL A 30303M102 833,930 833,930 834 0.8004
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.