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CFM WEALTH PARTNERS LLC: PLTR position timeline

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

CFM WEALTH PARTNERS LLC held 1,937 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,937 shares
    Change vs previous 13F -672 shares

    0.03% of the 13F portfolio, value $225,990.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH PARTNERS 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 2,609 shares
    Change vs previous 13F -4,461 shares

    0.06% of the 13F portfolio, value $381,645.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH PARTNERS 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 7,070 shares
    Change vs previous 13F +1,024 shares

    0.18% of the 13F portfolio, value $1,256,692.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH PARTNERS 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 6,046 shares
    Change vs previous 13F +4,331 shares

    0.16% of the 13F portfolio, value $1,102,911.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH PARTNERS 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 1,715 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $233,789.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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