Meta Platforms, Inc.
PL ˙ WSE ˙ US30303M1027
2.259,00 PLN ↑10,00 (0,44%)
2026-06-05
DEL PRIS
SecurityPL:META / Meta Platforms, Inc.
InstitutionBaron Wealth Management LLC
Latest Disclosed Ownership2,017 shares
Latest Disclosed Value $ 1,153,741
Baron Wealth Management LLC reports 28.64% increase in ownership of META / Meta Platforms, Inc.

On April 16, 2026 - Baron Wealth Management LLC filed a 13F-HR form disclosing ownership of 2,017 shares of Meta Platforms, Inc. (PL:META) valued at $4,137,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,568 shares of Meta Platforms, Inc.. This represents a change in shares of 28.64% during the quarter. The current value of the position is $4,556,403 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)
2026-04-16 2026-03-31 13F META PLATFORMS CL A 30303M102 2,017 449 28.64 1,154 11.51 0.3450
2026-01-14 2025-12-31 13F META PLATFORMS CL A 30303M102 1,568 -86 -5.20 1,035 -14.83 0.3189
2025-10-20 2025-09-30 13F META PLATFORMS CL A 30303M102 1,654 82 5.22 1,214 4.75 0.4017
2025-07-09 2025-06-30 13F META PLATFORMS CL A 30303M102 1,572 618 64.78 1,160 111.11 0.4109
2025-05-14 2025-03-31 13F META PLATFORMS CL A 30303M102 954 302 46.32 550 44.09 0.2415
2025-01-23 2024-12-31 13F META PLATFORMS CL A 30303M102 652 37 6.02 381 8.55 0.1795
2024-11-07 2024-09-30 13F META PLATFORMS CL A 30303M102 615 4 0.65 352 13.96 0.1693
2024-08-13 2024-06-30 13F META PLATFORMS CL A 30303M102 611 69 12.73 308 17.11 0.1598
2024-05-08 2024-03-31 13F META PLATFORMS CL A 30303M102 542 -588 -52.04 263 -34.09 0.1397
2024-01-04 2023-12-31 13F META PLATFORMS CL A 30303M102 1,130 10 0.89 400 18.75 0.2190
2023-11-01 2023-09-30 13F META PLATFORMS CL A 30303M102 1,120 -100 -8.20 336 -4.00 0.2146
2023-08-08 2023-06-30 13F META PLATFORMS CL A 30303M102 1,220 -205 -14.39 350 16.28 0.2222
2023-06-06 2023-03-31 13F/A-1 META PLATFORMS CL A 30303M102 1,425 1,425 302 0.2138
2023-05-10 2023-03-31 13F META PLATFORMS CL A 30303M102 1,425 1,425 0 0.2138
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.