Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionSummit Financial Wealth Advisors, LLC
Latest Disclosed Ownership1,216 shares
Latest Disclosed Value $ 695,731
Summit Financial Wealth Advisors, LLC reports 7.99% increase in ownership of META / Meta Platforms, Inc.

On May 26, 2026 - Summit Financial Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,216 shares of Meta Platforms, Inc. (MX:META) valued at $695,731 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,126 shares of Meta Platforms, Inc.. This represents a change in shares of 7.99% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-26 2026-03-31 13F META PLATFORMS CL A 30303M102 1,216 90 7.99 696 -6.46 0.0986
2026-01-27 2025-12-31 13F META PLATFORMS CL A 30303M102 1,126 -10 -0.88 743 -8.72 0.1064
2025-10-03 2025-09-30 13F META PLATFORMS CL A 30303M102 1,136 652 134.71 815 128.01 0.1263
2025-09-29 2025-06-30 13F META PLATFORMS CL A 30303M102 484 484 357 0.0641
2025-05-14 2025-03-31 13F META PLATFORMS CL A 30303M102 0 -288 -100.00 0 -100.00
2025-02-13 2024-12-31 13F META PLATFORMS CL A 30303M102 288 288 201 0.0393
2024-05-02 2024-03-31 13F META PLATFORMS CL A 30303M102 0 -1,762 -100.00 0 -100.00
2024-01-19 2023-12-31 13F META PLATFORMS CL A 30303M102 1,762 1,762 624 0.1415
2021-04-23 2021-03-31 13F FACEBOOK CL A 30303M102 0 -803 -100.00 0 -100.00
2021-01-11 2020-12-31 13F FACEBOOK CL A 30303M102 803 -870 -52.00 210 -51.95 0.0573
2020-11-09 2020-09-30 13F FACEBOOK CL A 30303M102 1,673 -43 -2.51 437 4.55 0.1166
2020-07-16 2020-06-30 13F FACEBOOK CL A 30303M102 1,716 -29 -1.66 418 44.64 0.1115
2020-04-29 2020-03-31 13F FACEBOOK CL A 30303M102 1,745 14 0.81 289 -22.31 0.0910
2020-01-28 2019-12-31 13F FACEBOOK CL A 30303M102 1,731 -27 -1.54 372 14.81 0.0904
2019-11-05 2019-09-30 13F FACEBOOK CL A 30303M102 1,758 -488 -21.73 324 -25.17 0.0795
2019-07-16 2019-06-30 13F FACEBOOK CL A 30303M102 2,246 83 3.84 433 15.47 0.1060
2019-05-01 2019-03-31 13F FACEBOOK CL A 30303M102 2,163 95 4.59 375 38.38 0.0990
2019-02-01 2018-12-31 13F FACEBOOK CL A 30303M102 2,068 0 0.00 271 -14.51 0.0879
2018-10-22 2018-09-30 13F FACEBOOK CL A 30303M102 2,068 -372 -15.25 317 -18.72 0.0948
2018-07-06 2018-06-30 13F FACEBOOK CL A 30303M102 2,440 0 0.00 390 0.00 0.1304
2018-04-09 2018-03-31 13F/A-1 FACEBOOK CL A 30303M102 2,440 229 10.36 390 0.00 0.1282
2018-02-05 2017-12-31 13F FACEBOOK CL A 30303M102 2,211 15 0.68 390 4.00 0.1340
2017-11-06 2017-09-30 13F FACEBOOK CL A 30303M102 2,196 -150 -6.39 375 5.93 0.1364
2017-08-14 2017-06-30 13F FACEBOOK CL A 30303M102 2,346 43 1.87 354 8.26 0.1400
2017-05-11 2017-03-31 13F FACEBOOK CL A 30303M102 2,303 299 14.92 327 41.56 0.1428
2017-02-14 2016-12-31 13F FACEBOOK CL A 30303M102 2,004 -275 -12.07 231 -20.89 0.1016
2016-10-05 2016-09-30 13F FACEBOOK CL A 30303M102 2,279 276 13.78 292 27.51 0.1265
2016-07-06 2016-06-30 13F FACEBOOK CL A 30303M102 2,003 2,003 0.00 229 0.0957
2016-05-13 2016-03-31 13F FACEBOOK INC CL A 30303M102 0 0 0 0.0000
2016-02-11 2015-12-31 13F FACEBOOK INC CL A 30303M102 0 -55 -100.00 0 -100.00
2015-10-19 2015-09-30 13F FACEBOOK INC CL A 30303M102 55 0 0.00 4 0.00 0.0026
2015-08-10 2015-06-30 13F FACEBOOK INC CL A 30303M102 55 0 0.00 4 0.00 0.0025
2015-05-14 2015-03-31 13F FACEBOOK INC CL A 30303M102 55 0 0.00 4 0.00 0.0027
2015-02-11 2014-12-31 13F FACEBOOK INC CL A 30303M102 55 55 4 0.0028
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.