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AXXCESS WEALTH MANAGEMENT, LLC: PLTR position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 69,497 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,497 shares
    Change vs previous 13F -3,788 shares

    0.13% of the 13F portfolio, value $8,084,895.

    13F-HR 0001951757-26-001071 filed by AXXCESS 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 73,285 shares
    Change vs previous 13F -45,066 shares

    0.34% of the 13F portfolio, value $10,635,584.

    13F-HR 0001951757-26-000760 filed by AXXCESS 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/A 118,351 shares
    Change vs previous 13F +16,451 shares

    0.37% of the 13F portfolio, value $21,004,710.

    13F-HR/A 0001951757-26-000480 filed by AXXCESS 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 101,900 shares
    Change vs previous 13F +6,585 shares

    0.39% of the 13F portfolio, value $18,588,599.

    13F-HR 0001951757-25-001345 filed by AXXCESS 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 95,315 shares
    Change vs previous 13F -3,068 shares

    0.31% of the 13F portfolio, value $12,993,341.

    13F-HR 0001951757-25-000970 filed by AXXCESS 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 98,383 shares
    Change vs previous 13F -2,199 shares

    0.23% of the 13F portfolio, value $8,303,525.

    13F-HR 0001951757-25-000486 filed by AXXCESS 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 100,582 shares
    Change vs previous 13F -897 shares

    0.19% of the 13F portfolio, value $7,607,017.

    13F-HR 0001951757-25-000224 filed by AXXCESS 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 101,479 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,775,018.

    13F-HR 0001951757-24-001150 filed by AXXCESS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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