Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership6,120 shares
Latest Disclosed Value $ 3,501,578
Triangle Securities Wealth Management reports 0.68% decrease in ownership of META / Meta Platforms, Inc.

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 6,120 shares of Meta Platforms, Inc. (MX:META) valued at $3,501,578 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 6,162 shares of Meta Platforms, Inc.. This represents a change in shares of -0.68% during the quarter.

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)
2026-04-20 2026-03-31 13F META PLATFORMS CL A 30303M102 6,120 -42 -0.68 3,502 -13.92 0.7947
2026-01-13 2025-12-31 13F META PLATFORMS CL A 30303M102 6,162 943 18.07 4,068 6.13 0.8576
2025-10-15 2025-09-30 13F META PLATFORMS CL A 30303M102 5,219 407 8.46 3,833 7.91 0.8676
2025-07-10 2025-06-30 13F META PLATFORMS CL A 30303M102 4,812 71 1.50 3,552 29.98 0.8740
2025-04-10 2025-03-31 13F META PLATFORMS CL A 30303M102 4,741 68 1.46 2,733 -0.15 0.7029
2025-01-15 2024-12-31 13F META PLATFORMS CL A 30303M102 4,673 -170 -3.51 2,736 -1.30 0.7018
2024-11-14 2024-09-30 13F META PLATFORMS CL A 30303M102 4,843 -136 -2.73 2,772 10.44 0.7165
2024-07-10 2024-06-30 13F META PLATFORMS CL A 30303M102 4,979 -333 -6.27 2,511 -2.68 0.7090
2024-04-10 2024-03-31 13F META PLATFORMS CL A 30303M102 5,312 -487 -8.40 2,579 25.68 0.7353
2024-01-10 2023-12-31 13F META PLATFORMS CL A 30303M102 5,799 -111 -1.88 2,053 15.67 0.6382
2023-10-10 2023-09-30 13F META PLATFORMS CL A 30303M102 5,910 -249 -4.04 1,774 0.40 0.6309
2023-07-13 2023-06-30 13F META PLATFORMS CL A 30303M102 6,159 -70 -1.12 1,768 33.86 0.6081
2023-04-20 2023-03-31 13F META PLATFORMS CL A 30303M102 6,229 44 0.71 1,320 77.42 0.4721
2023-01-11 2022-12-31 13F META PLATFORMS CL A 30303M102 6,185 2,944 90.84 744 69.09 0.2729
2022-10-19 2022-09-30 13F META PLATFORMS CL A 30303M102 3,241 -4,850 -59.94 440 -66.28 0.1798
2022-07-11 2022-06-30 13F META PLATFORMS CL A 30303M102 8,091 -244 -2.93 1,305 -29.57 0.5084
2022-04-13 2022-03-31 13F META PLATFORMS CL A 30303M102 8,335 2,312 38.39 1,853 -8.54 0.6203
2022-01-14 2021-12-31 13F META PLATFORMS CL A 30303M102 6,023 160 2.73 2,026 1.81 0.6340
2021-10-14 2021-09-30 13F FACEBOOK CL A 30303M102 5,863 54 0.93 1,990 -1.49 0.6754
2021-07-12 2021-06-30 13F FACEBOOK CL A 30303M102 5,809 36 0.62 2,020 18.82 0.6830
2021-04-12 2021-03-31 13F FACEBOOK CL A 30303M102 5,773 1,206 26.41 1,700 36.22 0.6146
2021-01-11 2020-12-31 13F FACEBOOK CL A 30303M102 4,567 1,120 32.49 1,248 38.21 0.4942
2020-10-09 2020-09-30 13F FACEBOOK CL A 30303M102 3,447 -110 -3.09 903 11.76 0.4082
2020-07-08 2020-06-30 13F FACEBOOK CL A 30303M102 3,557 640 21.94 808 65.91 0.3866
2020-04-06 2020-03-31 13F FACEBOOK CL A 30303M102 2,917 1,799 160.91 487 112.66 0.2807
2020-01-09 2019-12-31 13F FACEBOOK CL A 30303M102 1,118 1,118 229 0.0992
2019-10-15 2019-09-30 13F FACEBOOK CL A 30303M102 0 -1,118 -100.00 0 -100.00
2019-07-10 2019-06-30 13F FACEBOOK CL A 30303M102 1,118 -3,350 -74.98 219 -45.52 0.1112
2019-04-08 2019-03-31 13F FACEBOOK CL A 30303M102 4,468 4,468 402 0.2107
2019-01-17 2018-12-31 13F FACEBOOK CL A 30303M102 0 -1,239 -100.00 0 -100.00
2018-10-04 2018-09-30 13F FACEBOOK CL A 30303M102 1,239 -30 -2.36 204 -17.41 0.1084
2018-07-12 2018-06-30 13F FACEBOOK CL A 30303M102 1,269 1,269 247 0.1380
2018-04-11 2018-03-31 13F FACEBOOK CL A 30303M102 0 -1,300 -100.00 0 -100.00
2018-01-10 2017-12-31 13F FACEBOOK CL A 30303M102 1,300 -141 -9.78 229 -6.91 0.1308
2017-10-11 2017-09-30 13F FACEBOOK CL A 30303M102 1,441 1,441 1,341.00 246 12,200.00 0.1463
2013-10-08 2013-09-30 13F FACEBOOK CL A 30303M102 0 -100 -100.00 0 -100.00
2013-07-10 2013-06-30 13F FACEBOOK CL A 30303M102 100 100 2 0.0015
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.