Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionLineweaver Wealth Advisors, LLC
Latest Disclosed Ownership4,665 shares
Latest Disclosed Value $ 2,669,131
Lineweaver Wealth Advisors, LLC reports 0.54% increase in ownership of META / Meta Platforms, Inc.

On April 8, 2026 - Lineweaver Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 4,665 shares of Meta Platforms, Inc. (MX:META) valued at $2,669,131 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 4,640 shares of Meta Platforms, Inc.. This represents a change in shares of 0.54% 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)
2026-04-08 2026-03-31 13F META PLATFORMS CL A 30303M102 4,665 25 0.54 2,669 -12.83 0.3599
2026-01-14 2025-12-31 13F META PLATFORMS CL A 30303M102 4,640 822 21.53 3,063 9.20 0.4146
2025-10-10 2025-09-30 13F META PLATFORMS CL A 30303M102 3,818 -148 -3.73 2,804 -4.17 0.4109
2025-07-09 2025-06-30 13F META PLATFORMS CL A 30303M102 3,966 64 1.64 2,927 29.93 0.4625
2025-05-02 2025-03-31 13F META PLATFORMS CL A 30303M102 3,902 278 7.67 2,253 5.98 0.3837
2025-02-05 2024-12-31 13F META PLATFORMS CL A 30303M102 3,624 480 15.27 2,126 17.99 0.3929
2024-10-25 2024-09-30 13F META PLATFORMS CL A 30303M102 3,144 440 16.27 1,802 32.04 0.3431
2024-08-02 2024-06-30 13F META PLATFORMS CL A 30303M102 2,704 53 2.00 1,364 5.90 0.2827
2024-04-30 2024-03-31 13F META PLATFORMS CL A 30303M102 2,651 232 9.59 1,288 50.47 0.3059
2024-01-19 2023-12-31 13F META PLATFORMS CL A 30303M102 2,419 1,011 71.80 856 102.84 0.2219
2023-10-19 2023-09-30 13F META PLATFORMS CL A 30303M102 1,408 1,408 423 0.1229
2023-05-02 2023-03-31 13F META PLATFORMS CL A 30303M102 0 -2,521 -100.00 0 -100.00
2023-01-26 2022-12-31 13F META PLATFORMS CL A 30303M102 2,521 -392 -13.46 303 -23.29 0.0919
2022-11-01 2022-09-30 13F META PLATFORMS INC CL A 30303M102 2,913 -290 -9.05 395 -23.45 0.1281
2022-07-26 2022-06-30 13F META PLATFORMS INC CL A 30303M102 3,203 230 7.74 516 -21.94 0.1704
2022-05-09 2022-03-31 13F META PLATFORMS INC CL A 30303M102 2,973 376 14.48 661 -24.28 0.1889
2022-01-31 2021-12-31 13F META PLATFORMS INC CL A 30303M102 2,597 -38 -1.44 873 -2.35 0.2516
2021-10-22 2021-09-30 13F FACEBOOK INC- CL A 30303M102 2,635 84 3.29 894 0.79 0.2728
2021-07-26 2021-06-30 13F FACEBOOK INC- CL A 30303M102 2,551 56 2.24 887 20.84 0.2909
2021-04-30 2021-03-31 13F FACEBOOK INC- CL A 30303M102 2,495 186 8.06 734 16.51 0.2604
2021-02-11 2020-12-31 13F FACEBOOK INC- CL A 30303M102 2,309 -15 -0.65 630 3.62 0.2471
2020-10-20 2020-09-30 13F FACEBOOK INC- CL A 30303M102 2,324 459 24.61 608 43.74 0.2716
2020-08-10 2020-06-30 13F FACEBOOK INC- CL A 30303M102 1,865 52 2.87 423 38.24 0.2150
2020-05-05 2020-03-31 13F FACEBOOK INC- CL A 30303M102 1,813 558 44.46 306 19.07 0.1922
2020-01-16 2019-12-31 13F FACEBOOK INC- CL A 30303M102 1,255 1,255 257 0.1451
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.