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Disclosery

HB Wealth Management, LLC: PLTR position timeline

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

HB Wealth Management, LLC held 91,527 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,527 shares
    Change vs previous 13F -5,087 shares

    0.06% of the 13F portfolio, value $10,678,540.

    13F-HR 0001172661-26-002920 filed by HB 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 96,614 shares
    Change vs previous 13F +7,666 shares

    0.09% of the 13F portfolio, value $14,132,834.

    13F-HR 0001172661-26-001543 filed by HB 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 88,948 shares
    Change vs previous 13F +12,253 shares

    0.1% of the 13F portfolio, value $15,810,564.

    13F-HR 0001172661-26-000353 filed by HB 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 76,695 shares
    Change vs previous 13F +14,654 shares

    0.1% of the 13F portfolio, value $13,990,836.

    13F-HR 0001172661-25-004398 filed by HB 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 62,041 shares
    Change vs previous 13F +149 shares

    0.07% of the 13F portfolio, value $8,457,563.

    13F-HR 0001172661-25-002644 filed by HB 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 61,892 shares
    Change vs previous 13F +9,822 shares

    0.04% of the 13F portfolio, value $5,223,685.

    13F-HR 0001172661-25-001594 filed by HB 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 52,070 shares
    Change vs previous 13F +11,179 shares

    0.04% of the 13F portfolio, value $3,958,999.

    13F-HR 0001172661-25-000193 filed by HB 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 40,891 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,521,145.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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