Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionStrategic Wealth Partners, Ltd.
Latest Disclosed Ownership31,407 shares
Latest Disclosed Value $ 17,968,601
Strategic Wealth Partners, Ltd. reports 3.98% increase in ownership of META / Meta Platforms, Inc.

On May 12, 2026 - Strategic Wealth Partners, Ltd. filed a 13F-HR form disclosing ownership of 31,407 shares of Meta Platforms, Inc. (MX:META) valued at $17,968,601 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 12, 2026 disclosing 30,206 shares of Meta Platforms, Inc.. This represents a change in shares of 3.98% 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 INC CL A Stock 30303M102 31,407 1,201 3.98 17,969 -9.88 1.2456
2026-05-12 2025-12-31 13F META PLATFORMS INC CL A Stock 30303M102 30,206 21,095 231.53 19,938 197.98 1.3660
2025-11-14 2025-09-30 13F META PLATFORMS INC CL A Stock 30303M102 9,111 283 3.21 6,691 2.69 0.4995
2025-08-11 2025-06-30 13F META PLATFORMS INC CL A Stock 30303M102 8,828 3,402 62.70 6,516 64.84 0.5128
2025-02-14 2024-12-31 13F META PLATFORMS INC CL A Stock 30303M102 5,426 2,678 97.45 3,953 151.30 0.3273
2024-10-08 2024-09-30 13F META PLATFORMS CL A 30303M102 2,748 11 0.40 1,573 14.07 0.1512
2024-10-08 2024-06-30 13F META PLATFORMS CL A 30303M102 2,737 -139 -4.83 1,380 -1.22 0.1441
2024-05-20 2024-03-31 13F META PLATFORMS CL A 30303M102 2,876 106 3.83 1,397 42.45 0.1532
2024-05-20 2023-12-31 13F META PLATFORMS CL A 30303M102 2,770 -275 -9.03 980 7.22 0.1208
2024-05-20 2023-09-30 13F META PLATFORMS CL A 30303M102 3,045 27 0.89 914 5.54 0.1204
2024-05-20 2023-06-30 13F META PLATFORMS CL A 30303M102 3,018 -155 -4.88 866 28.87 0.1120
2023-04-24 2023-03-31 13F META PLATFORMS CL A 30303M102 3,173 -655 -17.11 672 46.09 0.1032
2023-04-24 2022-12-31 13F META PLATFORMS CL A 30303M102 3,828 -268 -6.54 461 -17.12 0.0856
2023-04-24 2022-09-30 13F META PLATFORMS CL A 30303M102 4,096 40 0.99 556 -15.14 0.1179
2022-08-22 2022-06-30 13F META PLATFORMS CL A 30303M102 4,056 -8,084 -66.59 654 -75.77 0.1412
2022-05-19 2022-03-31 13F META PLATFORMS CL A 30303M102 12,140 -1,730 -12.47 2,699 -42.14 0.5268
2022-02-11 2021-12-31 13F META PLATFORMS CL A 30303M102 13,870 4,676 50.86 4,665 49.52 0.8843
2021-11-12 2021-09-30 13F FACEBOOK CL A 30303M102 9,194 2,443 36.19 3,120 32.94 0.9162
2021-08-25 2021-06-30 13F FACEBOOK INC COM CL A COM CL A 30303M102 6,751 233 3.57 2,347 22.24 0.7658
2021-05-24 2021-03-31 13F FACEBOOK INC COM CL A COM CL A 30303M102 6,518 1,353 26.20 1,920 36.07 0.7661
2021-02-18 2020-12-31 13F FACEBOOK INC COM CL A COM CL A 30303M102 5,165 878 20.48 1,411 25.65 0.5919
2020-11-10 2020-09-30 13F FACEBOOK INC COM CL A COM CL A 30303M102 4,287 593 16.05 1,123 33.85 0.5677
2020-08-11 2020-06-30 13F FACEBOOK INC COM CL A COM CL A 30303M102 3,694 554 17.64 839 30.08 0.4336
2020-05-07 2020-03-31 13F FACEBOOK INC COM CL A COM CL A 30303M102 3,140 0 0.00 645 0.00 0.3360
2020-01-30 2019-12-31 13F FACEBOOK INC COM CL A COM CL A 30303M102 3,140 -1,044 -24.95 645 246.77 0.3356
2019-10-28 2019-09-30 13F FACEBOOK INC COM CL A COM CL A 30303M102 4,184 763 22.30 186 -71.82 0.9586
2019-08-06 2019-06-30 13F FACEBOOK INC COM CL A COM CL A 30303M102 3,421 -1,000 -22.62 660 -11.53 0.3186
2019-05-14 2019-03-31 13F FACEBOOK INC COM CL A COM CL A 30303M102 4,421 493 12.55 746 30.42 0.3424
2019-01-23 2018-12-31 13F FACEBOOK INC COM CL A COM CL A 30303M102 3,928 -406 -9.37 572 -19.78 0.2886
2018-12-06 2018-09-30 13F FACEBOOK INC COM CL A COM CL A 30303M102 4,334 -548 -11.22 713 296.11 0.3801
2018-09-04 2018-06-30 13F FACEBOOK INC COM CL A COM CL A 30303M102 4,882 -1,811 -27.06 180 -83.18 0.1043
2018-07-13 2018-03-31 13F FACEBOOK INC COM CL A COM CL A 30303M102 6,693 569 9.29 1,070 -2.55 0.5518
2018-04-16 2017-12-31 13F FACEBOOK INC COM CL A COM CL A 30303M102 6,124 6,124 1,098 0.6094
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.