Skip to content
Disclosery

Accurate Wealth Management, LLC: PLTR position timeline

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

Accurate Wealth Management, LLC held 26,852 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,852 shares
    Change vs previous 13F +3,168 shares

    0.32% of the 13F portfolio, value $3,404,960.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
    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 23,684 shares
    Change vs previous 13F -492 shares

    0.37% of the 13F portfolio, value $3,033,182.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
    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 24,176 shares
    Change vs previous 13F +1,374 shares

    0.54% of the 13F portfolio, value $4,290,927.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, LLC
    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 22,802 shares
    Change vs previous 13F +258 shares

    0.55% of the 13F portfolio, value $4,098,267.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
    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 22,544 shares
    Change vs previous 13F +2,732 shares

    0.49% of the 13F portfolio, value $3,212,525.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
    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 19,812 shares
    Change vs previous 13F -219 shares

    0.33% of the 13F portfolio, value $1,754,346.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
    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 20,031 shares
    Change vs previous 13F +5,735 shares

    0.26% of the 13F portfolio, value $1,347,319.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
    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 14,296 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $606,579.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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