Meta Platforms, Inc.
PL ˙ WSE ˙ US30303M1027
2.259,00 PLN ↑10,00 (0,44%)
2026-06-05
DEL PRIS
SecurityPL:META / Meta Platforms, Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership2,516 shares
Latest Disclosed Value $ 1,439,736
Jfs Wealth Advisors, Llc reports 3.97% decrease in ownership of META / Meta Platforms, Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 2,516 shares of Meta Platforms, Inc. (PL:META) valued at $5,161,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 2,620 shares of Meta Platforms, Inc.. This represents a change in shares of -3.97% during the quarter. The current value of the position is $5,683,644 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)
2026-04-20 2026-03-31 13F META PLATFORMS CL A 30303M102 2,516 -104 -3.97 1,440 -16.77 0.0806
2026-01-14 2025-12-31 13F META PLATFORMS CL A 30303M102 2,620 608 30.22 1,730 17.06 0.0974
2025-11-10 2025-09-30 13F META PLATFORMS CL A 30303M102 2,012 93 4.85 1,478 4.31 0.0865
2025-07-24 2025-06-30 13F META PLATFORMS CL A 30303M102 1,919 -228 -10.62 1,417 14.47 0.0902
2025-04-22 2025-03-31 13F META PLATFORMS CL A 30303M102 2,147 56 2.68 1,237 1.06 0.0838
2025-01-31 2024-12-31 13F META PLATFORMS CL A 30303M102 2,091 5 0.24 1,224 2.60 0.0837
2024-10-25 2024-09-30 13F META PLATFORMS CL A 30303M102 2,086 116 5.89 1,194 20.14 0.0799
2024-07-15 2024-06-30 13F META PLATFORMS CL A 30303M102 1,970 -136 -6.46 994 -2.84 0.0784
2024-04-30 2024-03-31 13F META PLATFORMS CL A 30303M102 2,106 80 3.95 1,023 42.54 0.0812
2024-02-07 2023-12-31 13F META PLATFORMS CL A 30303M102 2,026 47 2.37 717 20.71 0.0609
2023-11-02 2023-09-30 13F META PLATFORMS CL A 30303M102 1,979 48 2.49 594 7.22 0.0561
2023-08-07 2023-06-30 13F META PLATFORMS CL A 30303M102 1,931 6 0.31 554 36.12 0.0498
2023-04-19 2023-03-31 13F META PLATFORMS CL A 30303M102 1,925 49 2.61 408 80.89 0.0385
2023-02-13 2022-12-31 13F META PLATFORMS CL A 30303M102 1,876 106 5.99 226 -6.25 0.0221
2022-10-21 2022-09-30 13F META PLATFORMS CL A 30303M102 1,770 -177 -9.09 240 -23.57 0.0263
2022-08-02 2022-06-30 13F META PLATFORMS CL A 30303M102 1,947 -442 -18.50 314 -40.87 0.0332
2022-05-02 2022-03-31 13F META PLATFORMS CL A 30303M102 2,389 -965 -28.77 531 -52.93 0.0501
2022-02-03 2021-12-31 13F META PLATFORMS CL A 30303M102 3,354 -27 -0.80 1,128 -1.66 0.1064
2021-11-09 2021-09-30 13F FACEBOOK CL A 30303M102 3,381 1,732 105.03 1,147 100.17 0.1177
2021-08-04 2021-06-30 13F FACEBOOK CL A 30303M102 1,649 400 32.03 573 55.71 0.0855
2021-04-28 2021-03-31 13F FACEBOOK CL A 30303M102 1,249 -200 -13.80 368 -7.07 0.0751
2021-02-01 2020-12-31 13F FACEBOOK CL A 30303M102 1,449 -27 -1.83 396 2.33 0.0831
2020-10-28 2020-09-30 13F FACEBOOK CL A 30303M102 1,476 0 0.00 387 15.52 0.0920
2020-08-05 2020-06-30 13F FACEBOOK CL A 30303M102 1,476 0 0.00 335 36.18 0.0868
2020-04-29 2020-03-31 13F FACEBOOK CL A 30303M102 1,476 217 17.24 246 -4.65 0.0738
2020-02-03 2019-12-31 13F FACEBOOK CL A 30303M102 1,259 -1,000 -44.27 258 -35.82 0.0635
2019-10-30 2019-09-30 13F FACEBOOK CL A 30303M102 2,259 19 0.85 402 -6.94 0.1025
2019-08-06 2019-06-30 13F FACEBOOK CL A 30303M102 2,240 -50 -2.18 432 13.09 0.1093
2019-04-23 2019-03-31 13F FACEBOOK CL A 30303M102 2,290 -10 -0.43 382 26.49 0.0996
2019-01-26 2018-12-31 13F FACEBOOK CL A 30303M102 2,300 -50 -2.13 302 -21.76 0.0809
2018-11-09 2018-09-30 13F FACEBOOK CL A 30303M102 2,350 -106 -4.32 386 -19.08 0.0994
2018-07-25 2018-06-30 13F FACEBOOK CL A 30303M102 2,456 -39 -1.56 477 19.55 0.1256
2018-04-26 2018-03-31 13F FACEBOOK CL A 30303M102 2,495 50 2.04 399 -7.42 0.1053
2018-01-30 2017-12-31 13F FACEBOOK CL A 30303M102 2,445 45 1.88 431 5.12 0.1056
2017-10-20 2017-09-30 13F FACEBOOK CL A 30303M102 2,400 15 0.63 410 13.89 0.1059
2017-07-28 2017-06-30 13F FACEBOOK CL A 30303M102 2,385 0 0.00 360 31.39 0.0989
2017-04-24 2017-03-31 13F FACEBOOK CL A 30303M102 2,385 0 0.00 274 0.00 0.0742
2017-01-30 2016-12-31 13F FACEBOOK CL A 30303M102 2,385 -400 -14.36 274 -23.25 0.0742
2016-10-26 2016-09-30 13F FACEBOOK CL A 30303M102 2,785 843 43.41 357 60.81 0.1020
2016-04-25 2016-03-31 13F FACEBOOK CL A 30303M102 1,942 32 1.68 222 11.00 0.0654
2016-02-03 2015-12-31 13F FACEBOOK CL A 30303M102 1,910 0 0.00 200 16.28 0.0576
2015-10-27 2015-09-30 13F FACEBOOK CL A 30303M102 1,910 941 97.11 172 107.23 0.0757
2015-07-31 2015-06-30 13F FACEBOOK CL A 30303M102 969 -15 -1.52 83 2.47 0.0426
2015-04-28 2015-03-31 13F FACEBOOK CL A 30303M102 984 -93 -8.64 81 -3.57 0.0380
2015-01-23 2014-12-31 13F FACEBOOK CL A 30303M102 1,077 167 18.35 84 16.67 0.0133
2014-10-29 2014-09-30 13F FACEBOOK CL A 30303M102 910 0 0.00 72 18.03 0.0126
2014-07-29 2014-06-30 13F FACEBOOK CL A 30303M102 910 910 61 0.0112
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.