Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionSound View Wealth Advisors Group, LLC
Latest Disclosed Ownership12,619 shares
Latest Disclosed Value $ 7,219,440
Sound View Wealth Advisors Group, LLC reports 0.41% increase in ownership of META / Meta Platforms, Inc.

On May 6, 2026 - Sound View Wealth Advisors Group, LLC filed a 13F-HR form disclosing ownership of 12,619 shares of Meta Platforms, Inc. (MX:META) valued at $7,219,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 12,567 shares of Meta Platforms, Inc.. This represents a change in shares of 0.41% 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)
2026-05-06 2026-03-31 13F META PLATFORMS CL A 30303M102 12,619 52 0.41 7,219 -12.97 0.4911
2026-01-08 2025-12-31 13F META PLATFORMS CL A 30303M102 12,567 -179 -1.40 8,296 -11.38 0.5565
2025-11-10 2025-09-30 13F META PLATFORMS CL A 30303M102 12,746 47 0.37 9,361 -0.14 0.6434
2025-08-07 2025-06-30 13F META PLATFORMS CL A 30303M102 12,699 1,895 17.54 9,373 50.52 0.6925
2025-05-08 2025-03-31 13F META PLATFORMS CL A 30303M102 10,804 490 4.75 6,227 3.11 0.5109
2025-02-07 2024-12-31 13F META PLATFORMS CL A 30303M102 10,314 79 0.77 6,039 3.07 0.4864
2024-11-12 2024-09-30 13F META PLATFORMS CL A 30303M102 10,235 2,255 28.26 5,859 45.64 0.4783
2024-08-05 2024-06-30 13F META PLATFORMS CL A 30303M102 7,980 334 4.37 4,024 8.38 0.4147
2024-05-09 2024-03-31 13F META PLATFORMS CL A 30303M102 7,646 -958 -11.13 3,713 21.90 0.3957
2024-02-08 2023-12-31 13F META PLATFORMS CL A 30303M102 8,604 556 6.91 3,045 26.03 0.3359
2023-11-07 2023-09-30 13F META PLATFORMS CL A 30303M102 8,048 3,143 64.08 2,416 71.71 0.3005
2023-08-08 2023-06-30 13F META PLATFORMS CL A 30303M102 4,905 9 0.18 1,408 35.68 0.1845
2023-05-12 2023-03-31 13F META PLATFORMS CL A 30303M102 4,896 -3,708 -43.10 1,038 -65.94 0.1424
2024-02-13 2022-12-31 13F/A-1 META PLATFORMS CL A 30303M102 8,604 3,871 81.79 3,045 374.30 0.3359
2023-02-08 2022-12-31 13F META PLATFORMS CL A 30303M102 3,768 -965 453 0.0959
2022-11-08 2022-09-30 13F META PLATFORMS CL A 30303M102 4,733 -327 -6.46 642 -21.32 0.1440
2022-08-05 2022-06-30 13F META PLATFORMS CL A 30303M102 5,060 -153 -2.93 816 -29.59 0.1708
2022-05-11 2022-03-31 13F META PLATFORMS CL A 30303M102 5,213 -282 -5.13 1,159 -37.28 0.2203
2022-01-20 2021-12-31 13F META PLATFORMS CL A 30303M102 5,495 43 0.79 1,848 -0.11 0.3493
2021-10-21 2021-09-30 13F FACEBOOK CL A 30303M102 5,452 187 3.55 1,850 1.04 0.3864
2021-07-21 2021-06-30 13F FACEBOOK CL A 30303M102 5,265 22 0.42 1,831 18.59 0.3849
2021-04-28 2021-03-31 13F FACEBOOK CL A 30303M102 5,243 -2 -0.04 1,544 7.75 0.3595
2021-02-02 2020-12-31 13F FACEBOOK CL A 30303M102 5,245 15 0.29 1,433 4.60 0.3501
2020-11-09 2020-09-30 13F FACEBOOK CL A 30303M102 5,230 -300 -5.42 1,370 9.08 0.3608
2020-08-07 2020-06-30 13F FACEBOOK CL A 30303M102 5,530 -97 -1.72 1,256 33.76 0.3537
2020-05-12 2020-03-31 13F FACEBOOK CL A 30303M102 5,627 51 0.91 939 -17.92 0.3244
2020-01-27 2019-12-31 13F FACEBOOK CL A 30303M102 5,576 104 1.90 1,144 17.45 0.3229
2019-11-07 2019-09-30 13F FACEBOOK CL A 30303M102 5,472 -75 -1.35 974 -9.06 0.2903
2019-08-07 2019-06-30 13F FACEBOOK CL A 30303M102 5,547 5,547 1,071 0.3166
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.