Meta Platforms, Inc.
PL ˙ WSE ˙ US30303M1027
2.259,00 PLN ↑10,00 (0,44%)
2026-06-05
DEL PRIS
SecurityPL:META / Meta Platforms, Inc.
InstitutionSmith & Howard Wealth Management, LLC
Latest Disclosed Ownership675 shares
Latest Disclosed Value $ 386,209
Smith & Howard Wealth Management, LLC reports 1.81% increase in ownership of META / Meta Platforms, Inc.

On April 27, 2026 - Smith & Howard Wealth Management, LLC filed a 13F-HR form disclosing ownership of 675 shares of Meta Platforms, Inc. (PL:META) valued at $1,384,762 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 663 shares of Meta Platforms, Inc.. This represents a change in shares of 1.81% during the quarter. The current value of the position is $1,524,825 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 675 12 1.81 386 -11.67 0.0426
2026-02-03 2025-12-31 13F META PLATFORMS CL A 30303M102 663 -52 -7.27 438 -16.76 0.0984
2025-11-12 2025-09-30 13F META PLATFORMS CL A 30303M102 715 114 18.97 525 18.51 0.1211
2025-07-15 2025-06-30 13F META PLATFORMS CL A 30303M102 601 -100 -14.27 444 9.65 0.1123
2025-04-23 2025-03-31 13F META PLATFORMS CL A 30303M102 701 -31 -4.23 404 -5.61 0.1101
2025-02-07 2024-12-31 13F META PLATFORMS CL A 30303M102 732 -100 -12.02 429 -10.08 0.1212
2024-10-23 2024-09-30 13F META PLATFORMS CL A 30303M102 832 -100 -10.73 476 1.49 0.1338
2024-07-16 2024-06-30 13F META PLATFORMS CL A 30303M102 932 -2 -0.21 470 3.53 0.1396
2024-04-15 2024-03-31 13F META PLATFORMS CL A 30303M102 934 0 0.00 454 37.27 0.1399
2024-02-01 2023-12-31 13F META PLATFORMS CL A 30303M102 934 0 0.00 331 17.86 0.1169
2023-10-13 2023-09-30 13F META PLATFORMS CL A 30303M102 934 0 0.00 280 4.48 0.0984
2023-07-17 2023-06-30 13F META PLATFORMS CL A 30303M102 934 -46 -4.69 268 29.47 0.0943
2023-04-13 2023-03-31 13F META PLATFORMS CL A 30303M102 980 980 208 0.0716
2022-10-18 2022-09-30 13F META PLATFORMS CL A 30303M102 0 -1,294 -100.00 0 -100.00
2022-08-05 2022-06-30 13F META PLATFORMS CL A 30303M102 1,294 257 24.78 209 -9.52 0.0885
2022-05-03 2022-03-31 13F META PLATFORMS CL A 30303M102 1,037 0 0.00 231 -33.81 0.0971
2022-01-18 2021-12-31 13F META PLATFORMS CL A 30303M102 1,037 0 0.00 349 -0.85 0.1579
2021-10-22 2021-09-30 13F FACEBOOK CL A 30303M102 1,037 0 0.00 352 -2.49 0.1662
2021-08-06 2021-06-30 13F FACEBOOK CL A 30303M102 1,037 0 0.00 361 18.36 0.1715
2021-04-30 2021-03-31 13F FACEBOOK CL A 30303M102 1,037 0 0.00 305 7.77 0.1531
2021-02-04 2020-12-31 13F FACEBOOK CL A 30303M102 1,037 0 0.00 283 4.04 0.1508
2020-11-04 2020-09-30 13F FACEBOOK CL A 30303M102 1,037 14 1.37 272 17.24 0.1603
2020-08-04 2020-06-30 13F FACEBOOK CL A 30303M102 1,023 -269 -20.82 232 7.41 0.1442
2020-04-22 2020-03-31 13F FACEBOOK CL A 30303M102 1,292 -20 -1.52 216 -19.70 0.1377
2020-01-13 2019-12-31 13F FACEBOOK CL A 30303M102 1,312 1,312 269 0.0916
2017-11-15 2017-09-30 13F FACEBOOK CL A 30303M102 0 -2,337 -100.00 0 -100.00
2017-08-11 2017-06-30 13F FACEBOOK CL A 30303M102 2,337 732 45.61 353 54.82 0.1684
2017-05-15 2017-03-31 13F FACEBOOK CL A 30303M102 1,605 1,605 228 0.1095
2015-11-16 2015-09-30 13F Facebook Inc Equities 30303M102 0 -3,165 -100.00 0 -100.00
2015-08-10 2015-06-30 13F Facebook Inc Equities 30303M102 3,165 0 0.00 271 4.23 0.1187
2015-05-15 2015-03-31 13F Facebook Inc Equities 30303M102 3,165 3,140 12,560.00 260 25,900.00 0.1123
2014-02-26 2013-12-31 13F/A-1 Facebook Inc CL A 30303M102 25 0 0.00 1 0.00 0.0006
2014-02-13 2013-12-31 13F Facebook Inc CL A 30303M102 25 1
2013-11-14 2013-09-30 13F/A-1 Facebook Inc CL A 30303M102 25 25 1 0.0006
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.