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Disclosery

BIP Wealth, LLC: PLTR position timeline

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

BIP Wealth, LLC held 19,836 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,836 shares
    Change vs previous 13F +5,446 shares

    0.07% of the 13F portfolio, value $2,314,290.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 14,390 shares
    Change vs previous 13F -333 shares

    0.09% of the 13F portfolio, value $2,104,972.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 14,723 shares
    Change vs previous 13F +6,931 shares

    0.09% of the 13F portfolio, value $2,616,994.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, 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 7,792 shares
    Change vs previous 13F +6,116 shares

    0.07% of the 13F portfolio, value $1,421,454.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, 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 1,676 shares
    Change vs previous 13F -1,436 shares

    0.01% of the 13F portfolio, value $228,472.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, 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 3,112 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $262,644.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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