Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionOrgel Wealth Management, LLC
Latest Disclosed Ownership918 shares
Latest Disclosed Value $ 525,216
Orgel Wealth Management, LLC reports 2.13% decrease in ownership of META / Meta Platforms, Inc.

On April 7, 2026 - Orgel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 918 shares of Meta Platforms, Inc. (MX:META) valued at $525,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 938 shares of Meta Platforms, Inc.. This represents a change in shares of -2.13% 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.

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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)
2026-04-07 2026-03-31 13F META PLATFORMS CL A 30303M102 918 -20 -2.13 525 -15.19 0.0113
2026-01-07 2025-12-31 13F META PLATFORMS CL A 30303M102 938 52 5.87 619 -4.77 0.0137
2025-10-06 2025-09-30 13F META PLATFORMS CL A 30303M102 886 0 0.00 651 -0.46 0.0148
2025-07-10 2025-06-30 13F META PLATFORMS CL A 30303M102 886 -129 -12.71 654 11.62 0.0158
2025-04-15 2025-03-31 13F META PLATFORMS CL A 30303M102 1,015 0 0.00 585 -1.52 0.0152
2025-01-15 2024-12-31 13F META PLATFORMS CL A 30303M102 1,015 0 0.00 594 2.24 0.0155
2024-10-17 2024-09-30 13F META PLATFORMS CL A 30303M102 1,015 1 0.10 581 13.70 0.0145
2024-07-22 2024-06-30 13F META PLATFORMS CL A 30303M102 1,014 14 1.40 511 5.36 0.0138
2024-04-15 2024-03-31 13F META PLATFORMS CL A 30303M102 1,000 -22 -2.15 486 34.35 0.0133
2024-01-11 2023-12-31 13F META PLATFORMS CL A 30303M102 1,022 20 2.00 362 20.33 0.0107
2023-10-26 2023-09-30 13F META PLATFORMS CL A 30303M102 1,002 2 0.20 301 4.90 0.0102
2023-07-10 2023-06-30 13F META PLATFORMS CL A 30303M102 1,000 0 0.00 287 35.55 0.0095
2023-04-06 2023-03-31 13F META PLATFORMS CL A 30303M102 1,000 1,000 212 0.0076
2022-07-13 2022-06-30 13F META PLATFORMS CL A 30303M102 0 -1,000 -100.00 0 -100.00
2022-05-10 2022-03-31 13F META PLATFORMS CL A 30303M102 1,000 -125 -11.11 222 -41.27 0.0152
2022-01-24 2021-12-31 13F META PLATFORMS CL A 30303M102 1,125 5 0.45 378 -0.53 0.0365
2021-10-26 2021-09-30 13F FACEBOOK CL A 30303M102 1,120 120 12.00 380 9.20 0.0432
2021-07-23 2021-06-30 13F FACEBOOK CL A 30303M102 1,000 0 0.00 348 17.97 0.0437
2021-04-28 2021-03-31 13F FACEBOOK CL A 30303M102 1,000 0 0.00 295 8.06 0.0418
2021-02-08 2020-12-31 13F FACEBOOK CL A 30303M102 1,000 -1,000 -50.00 273 -47.90 0.0560
2020-11-03 2020-09-30 13F FACEBOOK CL A 30303M102 2,000 0 0.00 524 15.42 0.1462
2020-07-31 2020-06-30 13F FACEBOOK CL A 30303M102 2,000 2,000 454 0.1711
2020-04-27 2020-03-31 13F FACEBOOK CL A 30303M102 0 -1,000 -100.00 0 -100.00
2020-01-27 2019-12-31 13F FACEBOOK CL A 30303M102 1,000 1,000 205 0.0563
2018-10-11 2018-09-30 13F FACEBOOK CL A 30303M102 0 -1,090 -100.00 0 -100.00
2018-07-16 2018-06-30 13F FACEBOOK CL A 30303M102 1,090 -170 -13.49 212 5.47 0.0523
2018-04-25 2018-03-31 13F FACEBOOK CL A 30303M102 1,260 -158 -11.14 201 -19.60 0.0497
2018-02-08 2017-12-31 13F FACEBOOK CL A 30303M102 1,418 129 10.01 250 13.64 0.0605
2017-11-13 2017-09-30 13F FACEBOOK CL A 30303M102 1,289 -63 -4.66 220 7.84 0.0768
2017-08-10 2017-06-30 13F FACEBOOK CL A 30303M102 1,352 -156 -10.34 204 -5.12 0.0744
2017-04-24 2017-03-31 13F FACEBOOK CL A 30303M102 1,508 1,508 215 0.0943
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.