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Cassaday & Co Wealth Management LLC: PLTR position timeline

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

Cassaday & Co Wealth Management LLC held 18,489 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,489 shares
    Change vs previous 13F -214 shares

    0.04% of the 13F portfolio, value $2,157,112.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co 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 18,703 shares
    Change vs previous 13F -788 shares

    0.06% of the 13F portfolio, value $2,735,875.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co 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 19,491 shares
    Change vs previous 13F +262 shares

    0.07% of the 13F portfolio, value $3,464,526.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co 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 19,229 shares
    Change vs previous 13F +4,654 shares

    0.08% of the 13F portfolio, value $3,507,755.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co 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 14,575 shares
    Change vs previous 13F +2,090 shares

    0.05% of the 13F portfolio, value $1,986,864.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co 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 12,485 shares
    Change vs previous 13F +198 shares

    0.03% of the 13F portfolio, value $1,053,734.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co 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 12,287 shares
    Change vs previous 13F -95 shares

    0.03% of the 13F portfolio, value $929,266.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co 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 12,382 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $460,611.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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