Meta Platforms, Inc.
PL ˙ WSE ˙ US30303M1027
2.259,00 PLN ↑10,00 (0,44%)
2026-06-05
DEL PRIS
SecurityPL:META / Meta Platforms, Inc.
InstitutionJeppson Wealth Management, Llc
Latest Disclosed Ownership4,032 shares
Latest Disclosed Value $ 2,306,989
Jeppson Wealth Management, Llc reports 2.51% decrease in ownership of META / Meta Platforms, Inc.

On April 14, 2026 - Jeppson Wealth Management, Llc filed a 13F-HR form disclosing ownership of 4,032 shares of Meta Platforms, Inc. (PL:META) valued at $8,271,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4,136 shares of Meta Platforms, Inc.. This represents a change in shares of -2.51% during the quarter. The current value of the position is $9,108,288 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)
2026-04-14 2026-03-31 13F META PLATFORMS INC CL A Stock 30303M102 4,032 -104 -2.51 2,307 -15.53 0.7232
2026-01-27 2025-12-31 13F META PLATFORMS INC CL A Stock 30303M102 4,136 282 7.32 2,730 -3.53 0.8644
2025-10-15 2025-09-30 13F META PLATFORMS INC CL A Stock 30303M102 3,854 -21 -0.54 2,830 -1.05 0.9029
2025-07-15 2025-06-30 13F META PLATFORMS INC CL A Stock 30303M102 3,875 -64 -1.62 2,860 25.99 0.9893
2025-04-24 2025-03-31 13F META PLATFORMS INC CL A Stock 30303M102 3,939 -52 -1.30 2,270 -2.83 0.8311
2025-01-22 2024-12-31 13F META PLATFORMS INC CL A Stock 30303M102 3,991 -118 -2.87 2,337 -0.68 0.8476
2024-11-05 2024-09-30 13F META PLATFORMS INC CL A Stock 30303M102 4,109 27 0.66 2,352 14.29 0.8426
2024-08-05 2024-06-30 13F META PLATFORMS INC CL A Stock 30303M102 4,082 -43 -1.04 2,058 2.75 0.7852
2024-04-17 2024-03-31 13F META PLATFORMS INC CL A Stock 30303M102 4,125 -336 -7.53 2,003 26.85 0.7772
2024-01-11 2023-12-31 13F META PLATFORMS INC CL A Stock 30303M102 4,461 -56 -1.24 1,579 16.45 0.6538
2023-10-25 2023-09-30 13F META PLATFORMS INC CL A Stock 30303M102 4,517 -30 -0.66 1,356 3.99 0.6215
2023-07-31 2023-06-30 13F META PLATFORMS INC CL A Stock 30303M102 4,547 -188 -3.97 1,305 30.01 0.5678
2023-04-28 2023-03-31 13F META PLATFORMS INC CL A Stock 30303M102 4,735 -269 -5.38 1,004 66.61 0.4369
2023-01-27 2022-12-31 13F META PLATFORMS INC CL A Stock 30303M102 5,004 -1,209 -19.46 602 -28.59 0.2533
2022-10-20 2022-09-30 13F META PLATFORMS INC CL A Stock 30303M102 6,213 -53 -0.85 843 -16.53 0.3822
2022-08-03 2022-06-30 13F META PLATFORMS INC CL A Stock 30303M102 6,266 363 6.15 1,010 -23.02 0.4344
2022-04-27 2022-03-31 13F META PLATFORMS INC CL A Stock 30303M102 5,903 717 13.83 1,312 -24.77 0.6122
2022-01-19 2021-12-31 13F META PLATFORMS INC CL A Stock 30303M102 5,186 2 0.04 1,744 -0.85 0.8413
2021-11-17 2021-09-30 13F FACEBOOK INC CL A Stock 30303M102 5,184 -1 -0.02 1,759 -2.39 0.9169
2021-07-20 2021-06-30 13F FACEBOOK INC CL A Stock 30303M102 5,185 -110 -2.08 1,802 15.59 0.9826
2021-05-19 2021-03-31 13F FACEBOOK INC CL A Stock 30303M102 5,295 -88 -1.63 1,559 6.05 0.9271
2021-03-05 2020-12-31 13F FACEBOOK INC CL A Stock 30303M102 5,383 -8 -0.15 1,470 4.11 0.9774
2020-11-19 2020-09-30 13F FACEBOOK INC CL A Stock 30303M102 5,391 5,391 1,412 1.1062
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.