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Centric Wealth Management: PLTR position timeline

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

Centric Wealth Management held 27,945 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,945 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $4,080,808.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 27,945 shares
    Change vs previous 13F -2,509 shares

    0.81% of the 13F portfolio, value $4,080,808.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 30,454 shares
    Change vs previous 13F +221 shares

    0.95% of the 13F portfolio, value $4,499,883.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 30,233 shares
    Change vs previous 13F -323 shares

    1.35% of the 13F portfolio, value $6,060,810.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 30,556 shares
    Change vs previous 13F +1,117 shares

    1.36% of the 13F portfolio, value $5,712,750.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 29,439 shares
    Change vs previous 13F +6,305 shares

    0.65% of the 13F portfolio, value $2,484,652.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 23,134 shares
    Change vs previous 13F +19,393 shares

    0.47% of the 13F portfolio, value $1,749,624.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 3,741 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $207,738.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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