Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionNeumann Capital Management, LLC
Latest Disclosed Ownership1,398 shares
Latest Disclosed Value $ 799,838
Neumann Capital Management, LLC reports 1.20% decrease in ownership of META / Meta Platforms, Inc.

On April 13, 2026 - Neumann Capital Management, LLC filed a 13F-HR form disclosing ownership of 1,398 shares of Meta Platforms, Inc. (MX:META) valued at $799,838 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,415 shares of Meta Platforms, Inc.. This represents a change in shares of -1.20% 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)
2026-04-13 2026-03-31 13F META PLATFORMS CL A 30303M102 1,398 -17 -1.20 800 -14.45 0.2356
2026-01-14 2025-12-31 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 934 -10.11 0.2698
2025-10-16 2025-09-30 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 1,039 -0.48 0.3039
2025-07-17 2025-06-30 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 1,044 28.10 0.3284
2025-04-16 2025-03-31 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 816 -1.57 0.2820
2025-01-21 2024-12-31 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 828 2.22 0.2753
2024-11-06 2024-09-30 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 810 13.60 0.2695
2024-08-09 2024-06-30 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 713 3.78 0.2452
2024-05-08 2024-03-31 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 687 37.40 0.2450
2024-02-07 2023-12-31 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 501 17.92 0.1987
2023-11-03 2023-09-30 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 425 4.43 0.1852
2023-08-10 2023-06-30 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 406 35.79 0.1681
2023-05-02 2023-03-31 13F META PLATFORMS CL A 30303M102 1,415 1,415 300 0.1318
2022-11-14 2022-09-30 13F META PLATFORMS CL A 30303M102 0 -1,415 -100.00 0 -100.00
2022-07-20 2022-06-30 13F META PLATFORMS CL A 30303M102 1,415 0 0.00 228 -27.62 0.1155
2022-05-09 2022-03-31 13F META PLATFORMS CL A 30303M102 1,415 15 1.07 315 -33.12 0.1338
2022-02-03 2021-12-31 13F META PLATFORMS CL A 30303M102 1,400 0 0.00 471 -0.84 0.1919
2021-11-01 2021-09-30 13F FACEBOOK CL A 30303M102 1,400 0 0.00 475 -2.46 0.2132
2021-07-21 2021-06-30 13F FACEBOOK CL A 30303M102 1,400 0 0.00 487 18.20 0.2187
2021-05-13 2021-03-31 13F FACEBOOK CL A 30303M102 1,400 -10 -0.71 412 7.01 0.1959
2021-02-04 2020-12-31 13F FACEBOOK CL A 30303M102 1,410 0 0.00 385 4.34 0.1943
2020-11-02 2020-09-30 13F FACEBOOK CL A 30303M102 1,410 0 0.00 369 15.31 0.2121
2020-07-23 2020-06-30 13F FACEBOOK CL A 30303M102 1,410 0 0.00 320 36.17 0.1959
2020-05-13 2020-03-31 13F FACEBOOK CL A 30303M102 1,410 0 0.00 235 -18.69 0.1710
2020-01-24 2019-12-31 13F FACEBOOK CL A 30303M102 1,410 0 0.00 289 15.14 0.1677
2019-10-28 2019-09-30 13F FACEBOOK CL A 30303M102 1,410 0 0.00 251 -7.72 0.1552
2019-07-25 2019-06-30 13F FACEBOOK CL A 30303M102 1,410 0 0.00 272 15.74 0.1687
2019-05-09 2019-03-31 13F FACEBOOK CL A 30303M102 1,410 1,410 235 0.1502
2019-01-29 2018-12-31 13F FACEBOOK CL A 30303M102 0 -1,410 -100.00 0 -100.00
2018-11-01 2018-09-30 13F FACEBOOK CL A 30303M102 1,410 100 7.63 232 -9.02 0.1366
2018-08-10 2018-06-30 13F FACEBOOK CL A 30303M102 1,310 0 0.00 255 22.01 0.1601
2018-05-09 2018-03-31 13F FACEBOOK CL A 30303M102 1,310 0 0.00 209 -9.52 0.1330
2018-02-05 2017-12-31 13F FACEBOOK CL A 30303M102 1,310 0 0.00 231 3.13 0.1415
2017-11-14 2017-09-30 13F FACEBOOK CL A 30303M102 1,310 1,310 224 0.1387
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.