Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionYarger Wealth Strategies, Llc
Latest Disclosed Ownership1,261 shares
Latest Disclosed Value $ 721,662
Yarger Wealth Strategies, Llc reports 0.24% increase in ownership of META / Meta Platforms, Inc.

On May 13, 2026 - Yarger Wealth Strategies, Llc filed a 13F-HR form disclosing ownership of 1,261 shares of Meta Platforms, Inc. (MX:META) valued at $721,662 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,258 shares of Meta Platforms, Inc.. This represents a change in shares of 0.24% 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)
2026-05-13 2026-03-31 13F META PLATFORMS CL A 30303M102 1,261 3 0.24 722 -13.13 0.2905
2026-01-22 2025-12-31 13F META PLATFORMS CL A 30303M102 1,258 36 2.95 830 -7.47 0.3568
2025-11-03 2025-09-30 13F META PLATFORMS CL A 30303M102 1,222 23 1.92 898 1.47 0.4116
2025-07-25 2025-06-30 13F META PLATFORMS CL A 30303M102 1,199 176 17.20 885 50.08 0.4623
2025-04-15 2025-03-31 13F META PLATFORMS CL A 30303M102 1,023 48 4.92 590 3.33 0.3440
2025-01-15 2024-12-31 13F META PLATFORMS CL A 30303M102 975 118 13.77 571 16.33 0.3292
2024-10-07 2024-09-30 13F META PLATFORMS CL A 30303M102 857 16 1.90 490 15.57 0.2713
2024-08-09 2024-06-30 13F META PLATFORMS CL A 30303M102 841 23 2.81 424 6.80 0.2551
2024-04-29 2024-03-31 13F META PLATFORMS CL A 30303M102 818 82 11.14 397 52.69 0.2706
2024-01-18 2023-12-31 13F META PLATFORMS CL A 30303M102 736 28 3.95 260 22.64 0.2101
2023-10-16 2023-09-30 13F META PLATFORMS CL A 30303M102 708 708 212 0.1807
2022-04-15 2022-03-31 13F META PLATFORMS CL A 30303M102 0 -651 -100.00 0 -100.00
2022-02-15 2021-12-31 13F META PLATFORMS CL A 30303M102 651 651 219 0.2361
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.