Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionMPS Loria Financial Planners, LLC
Latest Disclosed Ownership776 shares
Latest Disclosed Value $ 443,768
MPS Loria Financial Planners, LLC reports 0.13% increase in ownership of META / Meta Platforms, Inc.

On May 8, 2026 - MPS Loria Financial Planners, LLC filed a 13F-HR form disclosing ownership of 776 shares of Meta Platforms, Inc. (MX:META) valued at $443,768 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 775 shares of Meta Platforms, Inc.. This represents a change in shares of 0.13% 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)
2026-05-08 2026-03-31 13F META PLATFORMS CL A 30303M102 776 1 0.13 444 -13.31 0.1048
2026-02-03 2025-12-31 13F META PLATFORMS CL A 30303M102 775 0 0.00 512 -10.19 0.1315
2025-10-17 2025-09-30 13F META PLATFORMS CL A 30303M102 775 0 0.00 569 -0.35 0.1512
2025-07-29 2025-06-30 13F META PLATFORMS CL A 30303M102 775 -1 -0.13 572 27.74 0.1682
2025-04-22 2025-03-31 13F META PLATFORMS CL A 30303M102 776 0 0.00 447 -1.54 0.1327
2025-01-14 2024-12-31 13F META PLATFORMS CL A 30303M102 776 0 0.00 454 2.48 0.1345
2024-10-21 2024-09-30 13F META PLATFORMS CL A 30303M102 776 -4 -0.51 444 12.72 0.1323
2024-07-10 2024-06-30 13F META PLATFORMS CL A 30303M102 780 0 0.00 394 3.97 0.1268
2024-04-17 2024-03-31 13F META PLATFORMS CL A 30303M102 780 -153 -16.40 379 14.55 0.1272
2024-02-07 2023-12-31 13F META PLATFORMS CL A 30303M102 933 10 1.08 330 19.13 0.1160
2023-10-20 2023-09-30 13F META PLATFORMS CL A 30303M102 923 1 0.11 277 4.92 0.1085
2023-07-21 2023-06-30 13F META PLATFORMS CL A 30303M102 922 922 265 0.0994
2022-05-10 2022-03-31 13F META PLATFORMS INC COM CL A CL A 30303M102 0 -835 -100.00 0 -100.00
2022-02-07 2021-12-31 13F META PLATFORMS INC COM CL A CL A 30303M102 835 -9 -1.07 280 -2.10 0.1141
2021-10-29 2021-09-30 13F FACEBOOK INC COM CL A CL A 30303M102 844 0 0.00 286 -2.39 0.1310
2021-07-20 2021-06-30 13F FACEBOOK INC COM CL A CL A 30303M102 844 173 25.78 293 48.73 0.1351
2021-05-03 2021-03-31 13F FACEBOOK INC COM CL A CL A 30303M102 671 0 0.00 197 9.44 0.0917
2021-02-02 2020-12-31 13F FACEBOOK INC COM CL A CL A 30303M102 671 135 25.19 180 28.57 0.0808
2020-10-13 2020-09-30 13F FACEBOOK INC COM CL A CL A 30303M102 536 0 0.00 140 14.75 0.0724
2020-08-13 2020-06-30 13F FACEBOOK INC COM CL A CL A 30303M102 536 -58,464 -99.09 122 -87.91 0.0653
2020-05-01 2020-03-31 13F FIRST BUSEY CORP COM CL A 30303M102 59,000 59,000 1,009 0.7889
2018-04-20 2018-03-31 13F FACEBOOK INC COM CL A CL A 30303M102 0 -1,450 -100.00 0 -100.00
2018-01-24 2017-12-31 13F FACEBOOK INC COM CL A CL A 30303M102 1,450 3 0.21 256 3.64 0.1749
2017-10-24 2017-09-30 13F FACEBOOK INC COM CL A 30303M102 1,447 0 0.00 247 0.00 0.1767
2017-09-18 2017-06-30 13F FACEBOOK INC COM CL A 30303M102 1,447 1,447 247 0.1654
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.