元平台公司
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership403 shares
Latest Disclosed Value $ 230,569
True Wealth Design, LLC reports 5.22% increase in ownership of META / Meta Platforms, Inc.

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 403 shares of Meta Platforms, Inc. (MX:META) valued at $230,569 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 383 shares of Meta Platforms, Inc.. This represents a change in shares of 5.22% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F META PLATFORMS CL A 30303M102 403 20 5.22 231 -8.73 0.0640
2026-01-08 2025-12-31 13F META PLATFORMS CL A 30303M102 383 105 37.77 253 23.53 0.0741
2025-10-21 2025-09-30 13F META PLATFORMS CL A 30303M102 278 45 19.31 204 18.60 0.0624
2025-08-06 2025-06-30 13F META PLATFORMS CL A 30303M102 233 22 10.43 172 42.15 0.0606
2025-05-13 2025-03-31 13F META PLATFORMS CL A 30303M102 211 98 86.73 122 83.33 0.0464
2025-02-14 2024-12-31 13F META PLATFORMS CL A 30303M102 113 49 76.56 66 83.33 0.0257
2024-11-14 2024-09-30 13F META PLATFORMS CL A 30303M102 64 0 0.00 37 12.50 0.0143
2024-08-14 2024-06-30 13F META PLATFORMS CL A 30303M102 64 14 28.00 32 33.33 0.0080
2024-05-14 2024-03-31 13F META PLATFORMS CL A 30303M102 50 22 78.57 24 166.67 0.0061
2024-02-14 2023-12-31 13F META PLATFORMS CL A 30303M102 28 0 0.00 10 12.50 0.0028
2023-11-13 2023-09-30 13F META PLATFORMS CL A 30303M102 28 0 0.00 8 0.00 0.0028
2023-08-14 2023-06-30 13F META PLATFORMS CL A 30303M102 28 -27 -49.09 8 -27.27 0.0029
2023-05-12 2023-03-31 13F META PLATFORMS CL A 30303M102 55 7 14.58 12 120.00 0.0049
2023-02-15 2022-12-31 13F META PLATFORMS CL A 30303M102 48 48 6 0.0027
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.