Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionMonte Financial Group, LLC
Latest Disclosed Ownership1,234 shares
Latest Disclosed Value $ 706,008
Monte Financial Group, LLC reports 0.98% increase in ownership of META / Meta Platforms, Inc.

On May 14, 2026 - Monte Financial Group, LLC filed a 13F-HR form disclosing ownership of 1,234 shares of Meta Platforms, Inc. (MX:META) valued at $706,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,222 shares of Meta Platforms, Inc.. This represents a change in shares of 0.98% 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)
2026-05-14 2026-03-31 13F META PLATFORMS CL A 30303M102 1,234 12 0.98 706 -12.41 0.2507
2026-01-22 2025-12-31 13F META PLATFORMS CL A 30303M102 1,222 -40 -3.17 807 -12.96 0.3006
2025-10-31 2025-09-30 13F META PLATFORMS CL A 30303M102 1,262 0 0.00 927 -0.54 0.3408
2025-07-23 2025-06-30 13F META PLATFORMS CL A 30303M102 1,262 0 0.00 931 47.31 0.3621
2025-04-22 2025-03-31 13F META PLATFORMS CL A 30303M102 1,262 0 0.00 633 -14.36 0.2770
2025-01-21 2024-12-31 13F META PLATFORMS INC CL A Stock 30303M102 1,262 5 0.40 739 2.64 0.3163
2024-10-22 2024-09-30 13F META PLATFORMS INC CL A Stock 30303M102 1,257 0 0.00 720 13.59 0.2983
2024-07-22 2024-06-30 13F META PLATFORMS INC CL A Stock 30303M102 1,257 405 47.54 634 53.27 0.2798
2024-04-29 2024-03-31 13F META PLATFORMS INC CL A Stock 30303M102 852 0 0.00 414 37.21 0.1812
2024-01-22 2023-12-31 13F META PLATFORMS INC CL A Stock 30303M102 852 0 0.00 302 18.04 0.1407
2023-10-24 2023-09-30 13F META PLATFORMS INC CL A Stock 30303M102 852 69 8.81 256 13.84 0.1294
2023-07-25 2023-06-30 13F META PLATFORMS INC CL A Stock 30303M102 783 783 225 0.1096
2022-07-20 2022-06-30 13F META PLATFORMS INC CL A Stock 30303M102 0 -2,791 -100.00 0 -100.00
2022-04-22 2022-03-31 13F META PLATFORMS INC CL A Stock 30303M102 2,791 -389 -12.23 621 -41.96 0.3306
2022-01-26 2021-12-31 13F META PLATFORMS INC CL A Stock 30303M102 3,180 117 3.82 1,070 2.88 0.5630
2021-10-25 2021-09-30 13F FACEBOOK INC CL A Stock 30303M102 3,063 -5 -0.16 1,040 -2.53 0.5966
2021-10-25 2021-06-30 13F/A-1 FACEBOOK INC CL A Stock 30303M102 3,068 -52 -1.67 1,067 16.10 0.6085
2021-07-26 2021-06-30 13F FACEBOOK INC CL A Stock 30303M102 3,068 -52 1,067 0.5767
2021-04-30 2021-03-31 13F FACEBOOK INC CL A Stock 30303M102 3,120 218 7.51 919 15.89 0.5637
2021-02-03 2020-12-31 13F FACEBOOK INC CL A COM 30303M102 2,902 84 2.98 793 7.45 0.5393
2020-11-03 2020-09-30 13F Facebook Inc Cl A COM 30303M102 2,818 -98 -3.36 738 11.48 0.5577
2020-08-03 2020-06-30 13F Facebook Inc Cl A COM 30303M102 2,916 84 2.97 662 40.25 0.5235
2020-04-28 2020-03-31 13F Facebook Inc Cl A COM 30303M102 2,832 1,535 118.35 472 77.44 0.4571
2020-02-04 2019-12-31 13F Facebook Inc Cl A COM 30303M102 1,297 0 0.00 266 15.15 0.1960
2019-11-06 2019-09-30 13F Facebook Inc Cl A COM 30303M102 1,297 0 0.00 231 -7.60 0.1864
2019-08-07 2019-06-30 13F Facebook Inc Cl A COM 30303M102 1,297 0 0.00 250 15.74 0.2120
2019-04-23 2019-03-31 13F Facebook Inc Cl A COM 30303M102 1,297 1,297 216 0.1892
2019-01-31 2018-12-31 13F Facebook Inc Cl A COMMON 30303M102 0 -1,550 -100.00 0 -100.00
2018-10-16 2018-09-30 13F Facebook Inc Cl A COMMON 30303M102 1,550 -448 -22.42 255 -34.28 0.2386
2018-10-16 2018-06-30 13F Facebook Inc Cl A COMMON 30303M102 1,998 98 5.16 388 27.63 0.3950
2018-10-16 2018-03-31 13F Facebook Inc Cl A COMMON 30303M102 1,900 -1,422 -42.81 304 -48.12 0.3172
2018-10-16 2017-12-31 13F Facebook Inc Cl A common 30303M102 3,322 3,322 586 0.5949
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.