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Disclosery

Edge Wealth Management LLC: PLTR position timeline

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

Edge Wealth Management LLC held 4,759 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,759 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $555,233.

    13F-HR 0001567163-26-000005 filed by Edge 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 4,759 shares
    Change vs previous 13F +9 shares

    0.12% of the 13F portfolio, value $696,147.

    13F-HR 0001567163-26-000003 filed by Edge 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 4,750 shares
    Change vs previous 13F -75 shares

    0.15% of the 13F portfolio, value $844,313.

    13F-HR 0001567163-26-000001 filed by Edge 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 4,825 shares
    Change vs previous 13F -10 shares

    0.16% of the 13F portfolio, value $880,177.

    13F-HR 0001085146-25-005929 filed by Edge 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 4,835 shares
    Change vs previous 13F -1,419 shares

    0.13% of the 13F portfolio, value $659,349.

    13F-HR 0001085146-25-003784 filed by Edge 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 6,254 shares
    Change vs previous 13F -4,889 shares

    0.11% of the 13F portfolio, value $527,838.

    13F-HR 0001085146-25-002050 filed by Edge 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 11,143 shares
    Change vs previous 13F -3,007 shares

    0.17% of the 13F portfolio, value $842,745.

    13F-HR 0001085146-25-000220 filed by Edge 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 14,150 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $526,380.

    13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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