Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership82,582 shares
Latest Disclosed Value $ 47,299,025
Rsm Us Wealth Management Llc reports 2.02% increase in ownership of META / Meta Platforms, Inc.

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 82,582 shares of Meta Platforms, Inc. (MX:META) valued at $47,299,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 80,948 shares of Meta Platforms, Inc.. This represents a change in shares of 2.02% 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)
2026-05-12 2026-03-31 13F META PLATFORMS CL A 30303M102 82,582 1,634 2.02 47,299 -12.20 0.5807
2026-01-23 2025-12-31 13F META PLATFORMS CL A 30303M102 80,948 -2,661 -3.18 53,873 -12.25 0.6864
2025-11-12 2025-09-30 13F META PLATFORMS CL A 30303M102 83,609 -1,054 -1.24 61,391 -1.74 0.7999
2025-08-13 2025-06-30 13F META PLATFORMS CL A 30303M102 84,663 2,493 3.03 62,481 31.95 0.8714
2025-05-06 2025-03-31 13F META PLATFORMS CL A 30303M102 82,170 -3,025 -3.55 47,354 -5.73 0.7349
2025-01-27 2024-12-31 13F META PLATFORMS CL A 30303M102 85,195 -3,416 -3.86 50,231 -1.65 0.7218
2024-11-07 2024-09-30 13F META PLATFORMS CL A 30303M102 88,611 22,916 34.88 51,076 54.09 0.7492
2024-08-07 2024-06-30 13F META PLATFORMS CL A 30303M102 65,695 42,848 187.54 33,148 198.78 0.5562
2024-05-02 2024-03-31 13F META PLATFORMS CL A 30303M102 22,847 2,848 14.24 11,095 56.74 0.2849
2024-02-05 2023-12-31 13F META PLATFORMS CL A 30303M102 19,999 9,081 83.17 7,079 115.99 0.1918
2023-11-08 2023-09-30 13F META PLATFORMS CL A 30303M102 10,918 315 2.97 3,278 7.73 0.1160
2023-08-04 2023-06-30 13F META PLATFORMS CL A 30303M102 10,603 127 1.21 3,043 37.03 0.1039
2023-05-15 2023-03-31 13F META PLATFORMS CL A 30303M102 10,476 7,447 245.86 2,220 504.90 0.0784
2023-02-13 2022-12-31 13F META PLATFORMS CL A 30303M102 3,029 1,231 68.46 368 50.41 0.0182
2022-10-21 2022-09-30 13F META PLATFORMS CL A 30303M102 1,798 -130 -6.74 244 -21.54 0.0141
2022-08-11 2022-06-30 13F META PLATFORMS CL A 30303M102 1,928 -813 -29.66 311 -48.93 0.0174
2022-05-02 2022-03-31 13F META PLATFORMS CL A 30303M102 2,741 -720 -20.80 609 -47.68 0.0308
2022-02-08 2021-12-31 13F META PLATFORMS CL A 30303M102 3,461 399 13.03 1,164 12.03 0.0568
2021-11-08 2021-09-30 13F FACEBOOK CL A 30303M102 3,062 -150 -4.67 1,039 -6.98 0.0556
2021-08-13 2021-06-30 13F FACEBOOK CL A 30303M102 3,212 1,091 51.44 1,117 78.72 0.0603
2021-04-29 2021-03-31 13F FACEBOOK CL A 30303M102 2,121 -474 -18.27 625 -11.85 0.0399
2021-02-04 2020-12-31 13F FACEBOOK CL A 30303M102 2,595 -477 -15.53 709 -11.93 0.0503
2020-11-03 2020-09-30 13F FACEBOOK CL A 30303M102 3,072 -1,069 -25.82 805 -14.36 0.0673
2020-08-14 2020-06-30 13F FACEBOOK CL A 30303M102 4,141 120 2.98 940 40.09 0.0910
2020-05-15 2020-03-31 13F FACEBOOK CL A 30303M102 4,021 -609 -13.15 671 -29.37 0.0825
2020-06-04 2019-12-31 13F FACEBOOK CL A 30303M102 4,630 1,651 55.42 950 78.91 0.0943
2020-06-04 2019-09-30 13F FACEBOOK CL A 30303M102 2,979 -1,295 -30.30 531 -35.64 0.0614
2020-06-04 2019-06-30 13F FACEBOOK CL A 30303M102 4,274 536 14.34 825 32.42 0.0963
2020-06-04 2019-03-31 13F FACEBOOK CL A 30303M102 3,738 72 1.96 623 29.52 0.0763
2020-06-04 2018-12-31 13F FACEBOOK CL A 30303M102 3,666 -972 -20.96 481 -36.96 0.0688
2020-06-04 2018-09-30 13F FACEBOOK CL A 30303M102 4,638 -3,406 -42.34 763 -51.18 0.0999
2020-06-04 2018-06-30 13F FACEBOOK CL A 30303M102 8,044 -3,675 -31.36 1,563 -16.55 0.2094
2020-06-04 2018-03-31 13F FACEBOOK CL A 30303M102 11,719 -779 -6.23 1,873 -15.06 0.2234
2020-06-04 2017-12-31 13F FACEBOOK CL A 30303M102 12,498 1,832 17.18 2,205 21.02 0.2666
2020-06-04 2017-09-30 13F FACEBOOK CL A 30303M102 10,666 -4,478 -29.57 1,822 -20.30 0.2391
2020-06-04 2017-06-30 13F FACEBOOK CL A 30303M102 15,144 -69,341 -82.07 2,286 15.28 0.3221
2020-06-04 2017-03-31 13F FACEBOOK CL A 30303M102 84,485 37,641 80.35 1,983 15.63 0.2882
2020-06-04 2016-12-31 13F FACEBOOK CL A 30303M102 46,844 35,471 311.89 1,715 17.55 0.2724
2020-06-04 2016-09-30 13F FACEBOOK CL A 30303M102 11,373 769 7.25 1,459 20.38 0.2545
2020-06-04 2016-06-30 13F FACEBOOK CL A 30303M102 10,604 838 8.58 1,212 8.80 0.2329
2020-06-04 2016-03-31 13F FACEBOOK CL A 30303M102 9,766 4,051 70.88 1,114 86.29 0.2248
2020-06-04 2015-12-31 13F FACEBOOK CL A 30303M102 5,715 -285 -4.75 598 10.95 0.1410
2020-06-04 2015-09-30 13F FACEBOOK CL A 30303M102 6,000 2,318 62.95 539 70.57 0.1413
2020-06-04 2015-06-30 13F FACEBOOK CL A 30303M102 3,682 -285 -7.18 316 -3.07 0.0789
2020-06-04 2015-03-31 13F FACEBOOK CL A 30303M102 3,967 3,967 326 0.0831
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.