Meta Platforms, Inc.
PL ˙ WSE ˙ US30303M1027
2.249,00 PLN ↑8,50 (0,38%)
2026-06-03
DEL PRIS
SecurityPL:META / Meta Platforms, Inc.
InstitutionPDS Planning, Inc
Latest Disclosed Ownership12,240 shares
Latest Disclosed Value $ 7,002,889
PDS Planning, Inc reports 0.11% decrease in ownership of META / Meta Platforms, Inc.

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 12,240 shares of Meta Platforms, Inc. (PL:META) valued at $25,110,360 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,253 shares of Meta Platforms, Inc.. This represents a change in shares of -0.11% during the quarter. The current value of the position is $27,527,760 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)
2026-04-21 2026-03-31 13F META PLATFORMS CL A 30303M102 12,240 -13 -0.11 7,003 -13.43 0.4619
2026-01-26 2025-12-31 13F META PLATFORMS CL A 30303M102 12,253 208 1.73 8,088 -8.56 0.5403
2025-10-21 2025-09-30 13F META PLATFORMS CL A 30303M102 12,045 -5 -0.04 8,846 -0.54 0.6118
2025-07-24 2025-06-30 13F META PLATFORMS CL A 30303M102 12,050 958 8.64 8,894 39.13 0.6628
2025-04-24 2025-03-31 13F META PLATFORMS CL A 30303M102 11,092 1,142 11.48 6,393 9.73 0.5389
2025-02-10 2024-12-31 13F META PLATFORMS CL A 30303M102 9,950 132 1.34 5,826 3.65 0.5176
2024-10-30 2024-09-30 13F META PLATFORMS CL A 30303M102 9,818 407 4.32 5,620 18.44 0.5037
2024-08-08 2024-06-30 13F META PLATFORMS CL A 30303M102 9,411 139 1.50 4,745 5.40 0.4788
2024-05-01 2024-03-31 13F META PLATFORMS CL A 30303M102 9,272 399 4.50 4,502 43.38 0.4730
2024-02-01 2023-12-31 13F META PLATFORMS CL A 30303M102 8,873 -376 -4.07 3,141 13.11 0.3577
2023-10-23 2023-09-30 13F META PLATFORMS CL A 30303M102 9,249 333 3.73 2,777 8.52 0.3592
2023-07-21 2023-06-30 13F META PLATFORMS CL A 30303M102 8,916 1,268 16.58 2,559 57.90 0.3272
2023-05-02 2023-03-31 13F META PLATFORMS CL A 30303M102 7,648 2,714 55.01 1,621 173.19 0.2235
2023-01-27 2022-12-31 13F META PLATFORMS CL A 30303M102 4,934 -795 -13.88 594 -23.68 0.0949
2022-11-02 2022-09-30 13F META PLATFORMS CL A 30303M102 5,729 -286 -4.75 777 -19.90 0.1414
2022-07-15 2022-06-30 13F META PLATFORMS CL A 30303M102 6,015 1,157 23.82 970 -10.19 0.1756
2022-04-18 2022-03-31 13F FACEBOOK CL A 30303M102 4,858 -1,293 -21.02 1,080 -47.80 0.1901
2022-01-25 2021-12-31 13F META PLATFORMS CL A 30303M102 6,151 1,370 28.66 2,069 27.48 0.3959
2021-10-22 2021-09-30 13F FACEBOOK CL A 30303M102 4,781 1,584 49.55 1,623 45.95 0.3745
2021-07-26 2021-06-30 13F FACEBOOK CL A 30303M102 3,197 474 17.41 1,112 38.65 0.2708
2021-04-20 2021-03-31 13F FACEBOOK CL A 30303M102 2,723 -78 -2.78 802 4.84 0.2328
2021-01-21 2020-12-31 13F FACEBOOK CL A 30303M102 2,801 307 12.31 765 17.15 0.2626
2020-10-19 2020-09-30 13F FACEBOOK CL A 30303M102 2,494 205 8.96 653 25.58 0.2659
2020-08-11 2020-06-30 13F FACEBOOK CL A 30303M102 2,289 267 13.20 520 54.30 0.2356
2020-04-20 2020-03-31 13F FACEBOOK CL A 30303M102 2,022 330 19.50 337 -2.88 0.2151
2020-02-07 2019-12-31 13F FACEBOOK CL A 30303M102 1,692 -153 -8.29 347 5.47 0.2190
2019-10-28 2019-09-30 13F FACEBOOK CL A 30303M102 1,845 -12 -0.65 329 -8.10 0.2283
2019-08-14 2019-06-30 13F FACEBOOK CL A 30303M102 1,857 -1,753 -48.56 358 -40.53 0.2663
2019-04-19 2019-03-31 13F FACEBOOK CL A 30303M102 3,610 109 3.11 602 31.15 0.4679
2019-02-08 2018-12-31 13F FACEBOOK CL A 30303M102 3,501 76 2.22 459 -18.47 0.3944
2018-11-02 2018-09-30 13F FACEBOOK CL A 30303M102 3,425 2,149 168.42 563 127.02 0.4819
2018-07-26 2018-06-30 13F FACEBOOK CL A 30303M102 1,276 -18 -1.39 248 19.81 0.2446
2018-05-03 2018-03-31 13F FACEBOOK CL A 30303M102 1,294 -25 -1.90 207 -11.16 0.2091
2018-02-13 2017-12-31 13F FACEBOOK CL A 30303M102 1,319 1,319 233 0.2360
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.