Meta Platforms, Inc.
PL ˙ WSE ˙ US30303M1027
2.259,00 PLN ↑10,00 (0,44%)
2026-06-05
DEL PRIS
SecurityPL:META / Meta Platforms, Inc.
InstitutionSymphony Financial Services, Inc.
Latest Disclosed Ownership1,291 shares
Latest Disclosed Value $ 738,624
Symphony Financial Services, Inc. reports 2.64% decrease in ownership of META / Meta Platforms, Inc.

On May 7, 2026 - Symphony Financial Services, Inc. filed a 13F-HR form disclosing ownership of 1,291 shares of Meta Platforms, Inc. (PL:META) valued at $2,648,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,326 shares of Meta Platforms, Inc.. This represents a change in shares of -2.64% during the quarter. The current value of the position is $2,916,369 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)
2026-05-07 2026-03-31 13F META PLATFORMS Common Stock 30303M102 1,291 -35 -2.64 739 -15.66 0.3792
2026-02-12 2025-12-31 13F META PLATFORMS COM 30303M102 1,326 20 1.53 875 -8.76 0.4487
2025-11-12 2025-09-30 13F META PLATFORMS CL A 30303M102 1,306 10 0.77 959 -0.10 0.5162
2025-08-08 2025-06-30 13F META PLATFORMS CL A 30303M102 1,296 -12 -0.92 960 27.49 0.5736
2025-05-12 2025-03-31 13F META PLATFORMS CL A 30303M102 1,308 -85 -6.10 754 -7.27 0.4925
2025-02-06 2024-12-31 13F META PLATFORMS CL A 30303M102 1,393 -270 -16.24 813 1.88 0.6531
2024-11-12 2024-09-30 13F META PLATFORMS CL A 30303M102 1,663 270 19.38 797 -9.23 0.6782
2024-08-09 2024-06-30 13F META PLATFORMS CL A 30303M102 1,393 1,393 878 0.7545
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.