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Disclosery

CapWealth Advisors, LLC: PLTR position timeline

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

CapWealth Advisors, LLC held 137,394 PLTR shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 137,394 shares
    Change vs previous 13F -944 shares

    1.94% of the 13F portfolio, value $25,699,572.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 138,338 shares
    Change vs previous 13F -3,067 shares

    1.11% of the 13F portfolio, value $16,139,894.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, 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 141,405 shares
    Change vs previous 13F -149,006 shares

    1.54% of the 13F portfolio, value $20,684,723.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, 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/A 290,411 shares
    Change vs previous 13F -30,495 shares

    3.53% of the 13F portfolio, value $51,620,555.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, 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/A 320,906 shares
    Change vs previous 13F -88,911 shares

    4.03% of the 13F portfolio, value $58,539,673.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, 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 409,817 shares
    Change vs previous 13F -7,316 shares

    5.51% of the 13F portfolio, value $55,866,253.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, 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 417,133 shares
    Change vs previous 13F -100,440 shares

    3.82% of the 13F portfolio, value $35,206,025.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, 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 517,573 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $39,144,046.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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