Meta Platforms, Inc.
PL ˙ WSE ˙ US30303M1027
2.259,00 PLN ↑10,00 (0,44%)
2026-06-05
DEL PRIS
SecurityPL:META / Meta Platforms, Inc.
InstitutionBenchmark Financial Wealth Advisors, LLC
Latest Disclosed Ownership3,663 shares
Latest Disclosed Value $ 2,095,464
Benchmark Financial Wealth Advisors, LLC reports 0.19% decrease in ownership of META / Meta Platforms, Inc.

On April 27, 2026 - Benchmark Financial Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 3,663 shares of Meta Platforms, Inc. (PL:META) valued at $7,514,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,670 shares of Meta Platforms, Inc.. This represents a change in shares of -0.19% during the quarter. The current value of the position is $8,274,717 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)
2026-04-27 2026-03-31 13F META PLATFORMS CL A 30303M102 3,663 -7 -0.19 2,095 -13.50 0.5803
2026-01-27 2025-12-31 13F META PLATFORMS CL A 30303M102 3,670 40 1.10 2,422 -9.12 0.6952
2025-10-22 2025-09-30 13F META PLATFORMS CL A 30303M102 3,630 -33 -0.90 2,666 -1.41 0.8022
2025-08-05 2025-06-30 13F META PLATFORMS CL A 30303M102 3,663 40 1.10 2,704 29.45 0.8940
2025-04-25 2025-03-31 13F META PLATFORMS CL A 30303M102 3,623 122 3.48 2,088 1.85 0.7885
2025-01-27 2024-12-31 13F META PLATFORMS CL A 30303M102 3,501 11 0.32 2,050 2.65 0.6570
2024-10-30 2024-09-30 13F META PLATFORMS CL A 30303M102 3,490 203 6.18 1,998 20.52 0.6661
2024-07-23 2024-06-30 13F META PLATFORMS CL A 30303M102 3,287 18 0.55 1,657 4.41 0.6139
2024-04-22 2024-03-31 13F META PLATFORMS CL A 30303M102 3,269 50 1.55 1,587 39.33 0.6066
2024-01-23 2023-12-31 13F META PLATFORMS CL A 30303M102 3,219 18 0.56 1,139 18.65 0.4910
2023-10-13 2023-09-30 13F META PLATFORMS CL A 30303M102 3,201 13 0.41 961 5.03 0.4517
2023-07-25 2023-06-30 13F META PLATFORMS CL A 30303M102 3,188 124 4.05 915 40.83 0.4241
2023-04-28 2023-03-31 13F META PLATFORMS CL A 30303M102 3,064 -46 -1.48 649 73.53 0.3336
2023-01-23 2022-12-31 13F META PLATFORMS CL A 30303M102 3,110 -7 -0.22 374 -11.58 0.2036
2022-11-01 2022-09-30 13F META PLATFORMS CL A 30303M102 3,117 -1,084 -25.80 423 -37.52 0.2488
2022-07-22 2022-06-30 13F META PLATFORMS CL A 30303M102 4,201 1,067 34.05 677 -2.87 0.3469
2022-04-22 2022-03-31 13F FACEBOOK CL A 30303M102 3,134 -560 -15.16 697 -43.88 0.2961
2022-01-26 2021-12-31 13F META PLATFORMS CL A 30303M102 3,694 105 2.93 1,242 1.97 0.5191
2021-10-26 2021-09-30 13F FACEBOOK CL A 30303M102 3,589 302 9.19 1,218 6.56 0.5790
2021-07-26 2021-06-30 13F FACEBOOK CL A 30303M102 3,287 42 1.29 1,143 19.56 0.5456
2021-04-26 2021-03-31 13F FACEBOOK CL A 30303M102 3,245 -1,063 -24.68 956 -18.78 0.5216
2021-01-20 2020-12-31 13F FACEBOOK CL A 30303M102 4,308 -26 -0.60 1,177 3.70 0.6476
2020-10-15 2020-09-30 13F FACEBOOK CL A 30303M102 4,334 23 0.53 1,135 15.93 0.7314
2020-07-21 2020-06-30 13F FACEBOOK CL A 30303M102 4,311 1,188 38.04 979 87.91 0.7199
2020-05-08 2020-03-31 13F FACEBOOK CL A 30303M102 3,123 -37 -1.17 521 -19.72 0.5245
2020-01-31 2019-12-31 13F FACEBOOK CL A 30303M102 3,160 0 0.00 649 15.28 0.5372
2019-11-01 2019-09-30 13F FACEBOOK CL A 30303M102 3,160 -858 -21.35 563 -27.35 0.5520
2019-07-25 2019-06-30 13F FACEBOOK CL A 30303M102 4,018 339 9.21 775 26.43 0.7561
2019-04-24 2019-03-31 13F FACEBOOK CL A 30303M102 3,679 132 3.72 613 31.83 0.6403
2019-01-30 2018-12-31 13F FACEBOOK CL A 30303M102 3,547 3,547 465 0.5764
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.