Meta Platforms, Inc.
US ˙ NasdaqGS ˙ US30303M1027

SecurityMETA / Meta Platforms, Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership15,042 shares
Latest Disclosed Value $ 8,605,979
Pinnacle Wealth Planning Services, Inc. reports 9.11% increase in ownership of META / Meta Platforms, Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 15,042 shares of Meta Platforms, Inc. (US:META) valued at $8,605,979 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,786 shares of Meta Platforms, Inc.. This represents a change in shares of 9.11% during the quarter. The current value of the position is $8,919,906 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)
2026-05-11 2026-03-31 13F META PLATFORMS CL A 30303M102 15,042 1,256 9.11 8,606 -5.44 0.8890
2026-02-13 2025-12-31 13F META PLATFORMS CL A 30303M102 13,786 -315 -2.23 9,100 -12.12 0.9501
2025-11-13 2025-09-30 13F Meta Platforms COM 30303M102 14,101 577 4.27 10,355 3.75 1.2134
2025-08-11 2025-06-30 13F META PLATFORMS INC COM 30303M102 13,524 2,463 22.27 9,982 56.56 1.3128
2025-05-15 2025-03-31 13F META PLATFORMS INC COM 30303M102 11,061 562 5.35 6,375 3.71 0.9584
2025-02-27 2024-12-31 13F/A-1 META PLATFORMS INC COM 30303M102 10,499 -3,377 -24.34 6,147 -22.61 0.9237
2025-02-06 2024-12-31 13F META PLATFORMS INC COM 30303M102 10,499 -3,377 6,147 0.8582
2024-11-13 2024-09-30 13F META PLATFORMS INC CL A Stock 30303M102 13,876 60 0.43 7,943 14.03 1.0789
2024-08-09 2024-06-30 13F META PLATFORMS INC CL A Stock 30303M102 13,816 -75 -0.54 6,966 3.28 0.9953
2024-05-10 2024-03-31 13F META PLATFORMS INC CL A Stock 30303M102 13,891 23 0.17 6,745 37.43 0.9882
2024-02-08 2023-12-31 13F META PLATFORMS INC CL A Stock 30303M102 13,868 -298 -2.10 4,909 15.43 0.7711
2023-11-08 2023-09-30 13F META PLATFORMS INC CL A Stock 30303M102 14,166 -2,320 -14.07 4,253 -10.12 0.7010
2023-08-07 2023-06-30 13F META PLATFORMS INC CL A Stock 30303M102 16,486 42 0.26 4,731 35.75 0.7641
2023-05-03 2023-03-31 13F META PLATFORMS INC CL A Stock 30303M102 16,444 4,672 39.69 3,485 146.12 0.5792
2023-02-13 2022-12-31 13F META PLATFORMS INC CL A Stock 30303M102 11,772 -3,198 -21.36 1,417 -30.28 0.2517
2022-11-09 2022-09-30 13F META PLATFORMS INC CL A Stock 30303M102 14,970 3 0.02 2,031 -15.83 0.3754
2022-08-03 2022-06-30 13F META PLATFORMS INC CL A Stock 30303M102 14,967 3,051 25.60 2,413 -8.94 0.4335
2022-04-20 2022-03-31 13F META PLATFORMS INC CL A Stock 30303M102 11,916 -4,304 -26.54 2,650 -51.42 0.4828
2022-01-21 2021-12-31 13F META PLATFORMS INC CL A Stock 30303M102 16,220 5,210 47.32 5,455 45.97 1.0656
2021-10-29 2021-09-30 13F FACEBOOK INC CL A Stock 30303M102 11,010 231 2.14 3,737 -0.29 0.8260
2021-08-02 2021-06-30 13F FACEBOOK INC CL A Stock 30303M102 10,779 60 0.56 3,748 18.72 0.8717
2021-04-29 2021-03-31 13F FACEBOOK INC CL A Stock 30303M102 10,719 1,148 11.99 3,157 20.77 0.8096
2021-02-12 2020-12-31 13F FACEBOOK INC CL A Stock 30303M102 9,571 511 5.64 2,614 10.16 0.6245
2020-11-03 2020-09-30 13F FACEBOOK INC CL A Stock 30303M102 9,060 226 2.56 2,373 18.30 0.7836
2020-07-27 2020-06-30 13F FACEBOOK INC CL A Stock 30303M102 8,834 -792 -8.23 2,006 25.06 0.6515
2020-05-11 2020-03-31 13F FACEBOOK INC CL A Stock 30303M102 9,626 1,754 22.28 1,604 -0.68 0.7618
2020-02-07 2019-12-31 13F FACEBOOK INC CL A Stock 30303M102 7,872 1,698 27.50 1,615 46.95 0.7596
2019-10-31 2019-09-30 13F FACEBOOK INC CL A Stock 30303M102 6,174 1,662 36.84 1,099 26.18 0.5983
2019-08-06 2019-06-30 13F FACEBOOK INC CL A Stock 30303M102 4,512 722 19.05 871 37.82 0.5256
2019-05-08 2019-03-31 13F FACEBOOK INC CL A Stock 30303M102 3,790 -849 -18.30 632 3.95 0.4242
2019-03-01 2018-12-31 13F FACEBOOK INC CL A Stock 30303M102 4,639 -1,660 -26.35 608 -41.26 0.3891
2019-02-28 2018-09-30 13F FACEBOOK INC CL A Stock 30303M102 6,299 393 6.65 1,035 -9.84 0.9464
2019-02-28 2018-06-30 13F FACEBOOK INC CL A Stock 30303M102 5,906 615 11.62 1,148 35.86 1.1151
2019-02-28 2018-03-31 13F FACEBOOK INC CL A Stock 30303M102 5,291 3,872 272.87 845 236.65 0.8691
2018-02-12 2017-12-31 13F FACEBOOK INC CL A Stock 30303M102 1,419 1,419 251 0.5113
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.