Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionMark Sheptoff Financial Planning, Llc
Latest Disclosed Ownership85 shares
Latest Disclosed Value $ 51,431
Mark Sheptoff Financial Planning, Llc reports 80.94% decrease in ownership of META / Meta Platforms, Inc.

On May 11, 2026 - Mark Sheptoff Financial Planning, Llc filed a 13F-HR form disclosing ownership of 85 shares of Meta Platforms, Inc. (MX:META) valued at $51,431 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 446 shares of Meta Platforms, Inc.. This represents a change in shares of -80.94% 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)
2026-05-11 2026-03-31 13F META PLATFORMS CL A 30303M102 85 -361 -80.94 51 -82.65 0.0272
2026-02-12 2025-12-31 13F META PLATFORMS CL A 30303M102 446 40 9.85 294 -1.34 0.1403
2025-11-13 2025-09-30 13F META PLATFORMS L A 30303M102 406 0 0.00 298 -0.33 0.1427
2025-08-06 2025-06-30 13F META PLATFORMS CL A 30303M102 406 11 2.78 300 31.72 0.1597
2025-05-13 2025-03-31 13F META PLATFORMS CL A 30303M102 395 0 0.00 228 -1.73 0.1255
2025-02-12 2024-12-31 13F META PLATFORMS CL A 30303M102 395 0 0.00 231 2.21 0.1241
2024-11-14 2024-09-30 13F META PLATFORMS CL A 30303M102 395 -90 -18.56 226 -7.38 0.1201
2024-08-12 2024-06-30 13F META PLATFORMS CL A 30303M102 485 90 22.78 245 27.75 0.1367
2024-05-10 2024-03-31 13F META PLATFORMS CL A 30303M102 395 9 2.33 192 40.44 0.1064
2024-02-09 2023-12-31 13F META PLATFORMS CL A 30303M102 386 0 0.00 137 18.26 0.0823
2023-11-13 2023-09-30 13F META PLATFORMS CL A 30303M102 386 0 0.00 116 4.55 0.0744
2023-08-10 2023-06-30 13F META PLATFORMS CL A 30303M102 386 0 0.00 111 35.80 0.0632
2023-05-11 2023-03-31 13F META PLATFORMS CL A 30303M102 386 0 0.00 82 76.09 0.0475
2023-02-14 2022-12-31 13F META PLATFORMS CL A 30303M102 386 25 6.93 46 -6.12 0.0272
2022-11-09 2022-09-30 13F META PLATFORMS CL A 30303M102 361 0 0.00 49 -15.52 0.0298
2022-08-11 2022-06-30 13F META PLATFORMS CL A 30303M102 361 -115 -24.16 58 -45.28 0.0333
2022-05-12 2022-03-31 13F META PLATFORMS CL A 30303M102 476 -250 -34.44 106 -56.56 0.0533
2022-02-11 2021-12-31 13F META PLATFORMS CL A 30303M102 726 0 0.00 244 -0.81 0.1165
2021-11-10 2021-09-30 13F FACEBOOK CL A 30303M102 726 0 0.00 246 -2.38 0.1354
2021-08-12 2021-06-30 13F FACEBOOK CL A 30303M102 726 250 52.52 252 80.00 0.1351
2021-05-11 2021-03-31 13F FACEBOOK CL A 30303M102 476 0 0.00 140 7.69 0.0804
2021-02-11 2020-12-31 13F FACEBOOK CL A 30303M102 476 115 31.86 130 36.84 0.0740
2020-11-12 2020-09-30 13F FACEBOOK CL A 30303M102 361 -115 -24.16 95 -12.04 0.0585
2020-08-10 2020-06-30 13F FACEBOOK CL A 30303M102 476 0 0.00 108 36.71 0.0700
2020-05-07 2020-03-31 13F FACEBOOK CL A 30303M102 476 0 0.00 79 -19.39 0.0597
2020-02-10 2019-12-31 13F FACEBOOK CL A 30303M102 476 0 0.00 98 15.29 0.0617
2019-11-12 2019-09-30 13F FACEBOOK CL A 30303M102 476 115 31.86 85 21.43 0.0573
2019-08-12 2019-06-30 13F FACEBOOK CL A 30303M102 361 0 0.00 70 16.67 0.0478
2019-05-10 2019-03-31 13F FACEBOOK CL A 30303M102 361 0 0.00 60 27.66 0.0432
2019-02-11 2018-12-31 13F FACEBOOK CL A 30303M102 361 0 0.00 47 -20.34 0.0390
2018-11-13 2018-09-30 13F FACEBOOK CL A 30303M102 361 0 0.00 59 -15.71 0.0405
2018-08-09 2018-06-30 13F FACEBOOK CL A 30303M102 361 0 0.00 70 20.69 0.0518
2018-05-08 2018-03-31 13F FACEBOOK CL A 30303M102 361 -995 -73.38 58 -75.73 0.0402
2018-02-09 2017-12-31 13F FACEBOOK CL A 30303M102 1,356 -300 -18.12 239 -15.55 0.1554
2017-11-09 2017-09-30 13F FACEBOOK CL A 30303M102 1,656 0 0.00 283 13.20 0.1900
2017-08-08 2017-06-30 13F FACEBOOK CL A 30303M102 1,656 -1 -0.06 250 6.38 0.1717
2017-05-08 2017-03-31 13F FACEBOOK CL A 30303M102 1,657 1 0.06 235 23.04 0.1676
2017-02-07 2016-12-31 13F FACEBOOK CL A 30303M102 1,656 0 0.00 191 -9.91 0.1418
2016-11-07 2016-09-30 13F FACEBOOK CL A 30303M102 1,656 0 0.00 212 12.17 0.1576
2016-08-09 2016-06-30 13F FACEBOOK CL A 30303M102 1,656 67 4.22 189 4.42 0.1413
2016-05-09 2016-03-31 13F FACEBOOK CL A 30303M102 1,589 150 10.42 181 19.87 0.1471
2016-02-09 2015-12-31 13F FACEBOOK CL A 30303M102 1,439 0 0.00 151 17.05 0.1224
2015-11-12 2015-09-30 13F FACEBOOK CL A 30303M102 1,439 140 10.78 129 16.22 0.1131
2015-08-05 2015-06-30 13F FACEBOOK CL A 30303M102 1,299 0 0.00 111 3.74 0.0897
2015-05-12 2015-03-31 13F FACEBOOK CL A 30303M102 1,299 0 0.00 107 5.94 0.0892
2015-02-09 2014-12-31 13F FACEBOOK CL A 30303M102 1,299 0 0.00 101 -1.94 0.0893
2014-11-12 2014-09-30 13F FACEBOOK CL A 30303M102 1,299 0 0.00 103 18.39 0.0910
2014-08-13 2014-06-30 13F FACEBOOK CL A 30303M102 1,299 0 0.00 87 11.54 0.0744
2014-05-09 2014-03-31 13F FACEBOOK CL A 30303M102 1,299 1,299 78 0.0691
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.