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Capital Advisors Wealth Management, LLC: PLTR position timeline

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

Capital Advisors Wealth Management, LLC held 23,778 PLTR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,778 shares
    Change vs previous 13F +815 shares

    0.5% of the 13F portfolio, value $4,447,675.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,963 shares
    Change vs previous 13F +1,272 shares

    0.31% of the 13F portfolio, value $2,679,093.

    13F-HR 0001824700-26-000004 filed by Capital Advisors 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 ended2026-03-31
    13F 21,691 shares
    Change vs previous 13F +195 shares

    0.43% of the 13F portfolio, value $3,172,959.

    13F-HR 0001824700-26-000002 filed by Capital Advisors 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 ended2025-12-31
    13F 21,496 shares
    Change vs previous 13F +268 shares

    0.52% of the 13F portfolio, value $3,820,914.

    13F-HR 0001824700-26-000001 filed by Capital Advisors 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 ended2025-09-30
    13F 21,228 shares
    Change vs previous 13F -139 shares

    0.55% of the 13F portfolio, value $3,872,412.

    13F-HR 0001824700-25-000004 filed by Capital Advisors 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 ended2025-06-30
    13F 21,367 shares
    Change vs previous 13F +1,047 shares

    0.46% of the 13F portfolio, value $2,912,749.

    13F-HR 0001085146-25-005039 filed by Capital Advisors 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 ended2025-03-31
    13F 20,320 shares
    Change vs previous 13F +1,019 shares

    0.3% of the 13F portfolio, value $1,715,008.

    13F-HR 0001085146-25-002324 filed by Capital Advisors 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 ended2024-12-31
    13F 19,301 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,459,735.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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