Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership7,392 shares
Latest Disclosed Value $ 4,229,266
Personal Cfo Solutions, Llc reports 10.89% increase in ownership of META / Meta Platforms, Inc.

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 7,392 shares of Meta Platforms, Inc. (MX:META) valued at $4,229,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 6,666 shares of Meta Platforms, Inc.. This represents a change in shares of 10.89% 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)
2026-04-30 2026-03-31 13F META PLATFORMS CL A 30303M102 7,392 726 10.89 4,229 -3.89 0.5941
2026-01-22 2025-12-31 13F META PLATFORMS CL A 30303M102 6,666 510 8.28 4,400 -2.65 0.6986
2025-11-10 2025-09-30 13F META PLATFORMS CL A 30303M102 6,156 328 5.63 4,521 5.09 0.7932
2025-08-12 2025-06-30 13F META PLATFORMS CL A 30303M102 5,828 367 6.72 4,301 36.67 0.7958
2025-04-30 2025-03-31 13F META PLATFORMS CL A 30303M102 5,461 359 7.04 3,148 5.36 0.6391
2025-02-07 2024-12-31 13F META PLATFORMS CL A 30303M102 5,102 220 4.51 2,987 6.91 0.5878
2024-11-14 2024-09-30 13F META PLATFORMS CL A 30303M102 4,882 140 2.95 2,795 16.85 0.3905
2024-08-09 2024-06-30 13F META PLATFORMS CL A 30303M102 4,742 308 6.95 2,391 11.05 0.3674
2024-05-13 2024-03-31 13F META PLATFORMS CL A 30303M102 4,434 -1,439 -24.50 2,153 3.61 0.3360
2024-02-13 2023-12-31 13F META PLATFORMS CL A 30303M102 5,873 982 20.08 2,079 41.55 0.3599
2023-11-13 2023-09-30 13F META PLATFORMS CL A 30303M102 4,891 -536 -9.88 1,468 -5.72 0.2902
2023-08-10 2023-06-30 13F META PLATFORMS CL A 30303M102 5,427 -90 -1.63 1,558 33.19 0.3161
2023-05-09 2023-03-31 13F META PLATFORMS CL A 30303M102 5,517 1,307 31.05 1,169 131.03 0.2415
2023-02-14 2022-12-31 13F META PLATFORMS CL A 30303M102 4,210 -8,026 -65.59 507 -69.52 0.1073
2022-11-01 2022-09-30 13F META PLATFORMS CL A 30303M102 12,236 -76 -0.62 1,660 -16.37 0.4169
2022-08-05 2022-06-30 13F META PLATFORMS CL A 30303M102 12,312 -361 -2.85 1,985 -29.56 0.4655
2022-05-02 2022-03-31 13F META PLATFORMS CL A 30303M102 12,673 774 6.50 2,818 -29.59 0.5557
2022-02-11 2021-12-31 13F META PLATFORMS CL A 30303M102 11,899 -2,327 -16.36 4,002 -17.11 0.7491
2021-11-18 2021-09-30 13F FACEBOOK CL A 30303M102 14,226 474 3.45 4,828 0.96 0.9894
2021-07-22 2021-06-30 13F FACEBOOK CL A 30303M102 13,752 -649 -4.51 4,782 12.73 0.9793
2021-04-21 2021-03-31 13F FACEBOOK CL A 30303M102 14,401 381 2.72 4,242 10.76 0.9170
2021-02-09 2020-12-31 13F FACEBOOK CL A 30303M102 14,020 -27 -0.19 3,830 95,650.00 0.9478
2020-11-02 2020-09-30 13F FACEBOOK CL A 30303M102 14,047 135 0.97 4 -99.87 1.3333
2020-08-03 2020-06-30 13F FACEBOOK CL A 30303M102 13,912 121 0.88 3,159 37.35 0.9349
2020-04-30 2020-03-31 13F FACEBOOK CL A 30303M102 13,791 1,066 8.38 2,300 -11.81 0.8260
2020-02-13 2019-12-31 13F FACEBOOK CL A 30303M102 12,725 -1,418 -10.03 2,608 3.33 0.7470
2019-11-13 2019-09-30 13F FACEBOOK CL A 30303M102 14,143 14,143 2,524 1.0054
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.