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Disclosery

Abound Wealth Management: PLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abound Wealth Management on PLTR, newest first. How the timeline and the estimate are built.

Abound Wealth Management held 7,300 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,300 shares
    Change vs previous 13F -1,015 shares

    0.17% of the 13F portfolio, value $851,680.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,315 shares
    Change vs previous 13F -2,751 shares

    0.28% of the 13F portfolio, value $1,216,263.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,066 shares
    Change vs previous 13F +9,881 shares

    0.46% of the 13F portfolio, value $1,966,914.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,185 shares
    Change vs previous 13F +374 shares

    0.05% of the 13F portfolio, value $216,221.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 811 shares
    Change vs previous 13F -77 shares

    0.03% of the 13F portfolio, value $110,570.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 888 shares
    Change vs previous 13F -368 shares

    0.03% of the 13F portfolio, value $74,956.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,256 shares
    Change vs previous 13F +1,044 shares

    0.03% of the 13F portfolio, value $94,965.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 212 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,891.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).