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Disclosery

GeoWealth Management, LLC: PLTR position timeline

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

GeoWealth Management, LLC held 8,840 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,840 shares
    Change vs previous 13F +301 shares

    0.03% of the 13F portfolio, value $1,031,674.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 8,539 shares
    Change vs previous 13F -1,312 shares

    0.04% of the 13F portfolio, value $1,249,007.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 9,851 shares
    Change vs previous 13F -3,554 shares

    0.06% of the 13F portfolio, value $1,751,038.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 13,405 shares
    Change vs previous 13F +166 shares

    0.09% of the 13F portfolio, value $2,445,425.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 13,239 shares
    Change vs previous 13F -1,337 shares

    0.07% of the 13F portfolio, value $1,804,740.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 14,576 shares
    Change vs previous 13F +3,561 shares

    0.05% of the 13F portfolio, value $1,230,215.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 11,015 shares
    Change vs previous 13F +1,990 shares

    0.03% of the 13F portfolio, value $833,062.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 9,025 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $335,728.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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