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Guided Capital Wealth Management, LLC: PLTR position timeline

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

Guided Capital Wealth Management, LLC held 15,663 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,663 shares
    Change vs previous 13F -132 shares

    1.07% of the 13F portfolio, value $1,827,402.

    13F-HR 0001951757-26-001037 filed by Guided Capital 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 15,795 shares
    Change vs previous 13F +280 shares

    1.52% of the 13F portfolio, value $2,310,493.

    13F-HR 0001951757-26-000763 filed by Guided Capital 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 15,515 shares
    Change vs previous 13F -2,571 shares

    1.93% of the 13F portfolio, value $2,757,791.

    13F-HR 0001951757-26-000160 filed by Guided Capital 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 18,086 shares
    Change vs previous 13F -18,019 shares

    2.83% of the 13F portfolio, value $3,299,248.

    13F-HR 0001849618-25-000005 filed by Guided Capital 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 36,105 shares
    Change vs previous 13F -112 shares

    3.79% of the 13F portfolio, value $4,921,834.

    13F-HR 0001667731-25-000771 filed by Guided Capital 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 36,217 shares
    Change vs previous 13F -14,363 shares

    2.55% of the 13F portfolio, value $3,056,715.

    13F-HR 0001667731-25-000466 filed by Guided Capital 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 50,580 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $3,825,365.

    13F-HR 0001667731-25-000152 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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