Meta Platforms, Inc.
PL ˙ WSE ˙ US30303M1027
2.259,00 PLN ↑10,00 (0,44%)
2026-06-05
DEL PRIS
SecurityPL:META / Meta Platforms, Inc.
InstitutionAprio Wealth Management, LLC
Latest Disclosed Ownership9,482 shares
Latest Disclosed Value $ 5,424,931
Aprio Wealth Management, LLC reports 1.14% increase in ownership of META / Meta Platforms, Inc.

On May 11, 2026 - Aprio Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,482 shares of Meta Platforms, Inc. (PL:META) valued at $19,452,323 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 9,375 shares of Meta Platforms, Inc.. This represents a change in shares of 1.14% during the quarter. The current value of the position is $21,419,838 USD.

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)
2026-05-11 2026-03-31 13F META PLATFORMS CL A 30303M102 9,482 107 1.14 5,425 -12.35 0.2963
2026-01-29 2025-12-31 13F META PLATFORMS CL A 30303M102 9,375 3,335 55.22 6,188 39.53 0.3552
2025-11-12 2025-09-30 13F META PLATFORMS CL A 30303M102 6,040 603 11.09 4,436 10.54 0.4412
2025-08-14 2025-06-30 13F META PLATFORMS CL A 30303M102 5,437 692 14.58 4,013 46.74 0.4526
2025-05-15 2025-03-31 13F META PLATFORMS CL A 30303M102 4,745 680 16.73 2,735 14.87 0.3426
2025-01-13 2024-12-31 13F META PLATFORMS CL A 30303M102 4,065 1,245 44.15 2,380 47.46 0.3472
2024-10-08 2024-09-30 13F META PLATFORMS CL A 30303M102 2,820 65 2.36 1,614 16.20 0.2581
2024-07-10 2024-06-30 13F META PLATFORMS CL A 30303M102 2,755 -90 -3.16 1,389 0.58 0.2531
2024-04-10 2024-03-31 13F META PLATFORMS CL A 30303M102 2,845 643 29.20 1,382 77.28 0.2708
2024-01-17 2023-12-31 13F META PLATFORMS CL A 30303M102 2,202 547 33.05 779 57.06 0.1740
2023-10-10 2023-09-30 13F META PLATFORMS CL A 30303M102 1,655 426 34.66 497 40.91 0.1365
2023-07-13 2023-06-30 13F META PLATFORMS CL A 30303M102 1,229 -61 -4.73 353 28.94 0.0968
2023-04-14 2023-03-31 13F META PLATFORMS CL A 30303M102 1,290 1,290 273 0.0842
2022-04-18 2022-03-31 13F META PLATFORMS CL A 30303M102 0 -640 -100.00 0 -100.00
2022-01-26 2021-12-31 13F META PLATFORMS CL A 30303M102 640 0 0.00 215 -0.92 0.0899
2021-10-14 2021-09-30 13F FACEBOOK CL A 30303M102 640 35 5.79 217 3.33 0.0989
2021-07-23 2021-06-30 13F FACEBOOK CL A 30303M102 605 605 210 0.0993
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.