Meta Platforms, Inc.
PL ˙ WSE ˙ US30303M1027
2.259,00 PLN ↑10,00 (0,44%)
2026-06-05
DEL PRIS
SecurityPL:META / Meta Platforms, Inc.
InstitutionTruWealth Advisors, LLC
Latest Disclosed Ownership25,309 shares
Latest Disclosed Value $ 14,480,025
TruWealth Advisors, LLC reports 5.44% increase in ownership of META / Meta Platforms, Inc.

On April 9, 2026 - TruWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 25,309 shares of Meta Platforms, Inc. (PL:META) valued at $51,921,414 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 24,003 shares of Meta Platforms, Inc.. This represents a change in shares of 5.44% during the quarter. The current value of the position is $57,173,031 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)
2026-04-09 2026-03-31 13F META PLATFORMS CL A 30303M102 25,309 1,306 5.44 14,480 -8.61 0.6957
2026-01-07 2025-12-31 13F META PLATFORMS CL A 30303M102 24,003 737 3.17 15,844 -7.27 0.7749
2025-10-06 2025-09-30 13F META PLATFORMS CL A 30303M102 23,266 3,598 18.29 17,086 17.70 0.8635
2025-07-07 2025-06-30 13F META PLATFORMS CL A 30303M102 19,668 1,219 6.61 14,517 36.53 0.7995
2025-04-10 2025-03-31 13F META PLATFORMS CL A 30303M102 18,449 523 2.92 10,633 1.31 0.6418
2025-01-15 2024-12-31 13F META PLATFORMS CL A 30303M102 17,926 781 4.56 10,496 6.94 0.6329
2024-10-16 2024-09-30 13F META PLATFORMS CL A 30303M102 17,145 673 4.09 9,815 18.17 0.6013
2024-07-16 2024-06-30 13F META PLATFORMS CL A 30303M102 16,472 3,307 25.12 8,305 29.93 0.5522
2024-04-15 2024-03-31 13F META PLATFORMS CL A 30303M102 13,165 10,633 419.94 6,393 613.39 0.4459
2024-01-10 2023-12-31 13F META PLATFORMS CL A 30303M102 2,532 -19 -0.74 896 17.12 0.0684
2023-10-10 2023-09-30 13F META PLATFORMS CL A 30303M102 2,551 -16 -0.62 766 3.94 0.0658
2023-08-04 2023-06-30 13F META PLATFORMS CL A 30303M102 2,567 -122 -4.54 737 29.35 0.0632
2023-04-25 2023-03-31 13F META PLATFORMS CL A 30303M102 2,689 -1,521 -36.13 570 12.45 0.0522
2023-01-27 2022-12-31 13F META PLATFORMS CL A 30303M102 4,210 1,259 42.66 507 26.50 0.0495
2022-10-24 2022-09-30 13F META PLATFORMS CL A 30303M102 2,951 462 18.56 400 -0.25 0.0423
2022-07-22 2022-06-30 13F META PLATFORMS CL A 30303M102 2,489 132 5.60 401 -23.47 0.0430
2022-04-27 2022-03-31 13F META PLATFORMS CL A 30303M102 2,357 892 60.89 524 6.29 0.0545
2022-01-19 2021-12-31 13F META PLATFORMS CL A 30303M102 1,465 40 2.81 493 1.86 0.0499
2021-10-29 2021-09-30 13F FACEBOOK CL A 30303M102 1,425 266 22.95 484 20.10 0.0540
2021-07-29 2021-06-30 13F FACEBOOK CL A 30303M102 1,159 -75 -6.08 403 11.02 0.0473
2021-05-10 2021-03-31 13F FACEBOOK CL A 30303M102 1,234 -70 -5.37 363 1.97 0.0493
2021-01-26 2020-12-31 13F FACEBOOK CL A 30303M102 1,304 1,304 356 0.0531
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.