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Disclosery

JFG Wealth Management, LLC: PLTR position timeline

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

JFG Wealth Management, LLC held 4,426 PLTR shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,426 shares
    Change vs previous 13F +413 shares

    0.16% of the 13F portfolio, value $807,391.

    13F-HR 0001172661-25-004522 filed by JFG 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 ended2025-06-30
    13F 4,013 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $547,052.

    13F-HR 0001172661-25-002960 filed by JFG 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 ended2025-03-31
    13F 4,013 shares
    Change vs previous 13F -1,000 shares

    0.08% of the 13F portfolio, value $338,697.

    13F-HR 0001172661-25-001676 filed by JFG 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 ended2024-12-31
    13F 5,013 shares
    Change vs previous 13F +5,013 shares

    0.09% of the 13F portfolio, value $379,133.

    13F-HR 0001172661-25-000493 filed by JFG 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 ended2024-06-30
    13F 0 shares
    Change vs previous 13F -10,013 shares

    13F-HR 0001172661-24-003043 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-03-31
    13F 10,013 shares
    Change vs previous 13F -15,987 shares

    0.06% of the 13F portfolio, value $230,399.

    13F-HR 0001172661-24-002137 filed by JFG 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 ended2023-12-31
    13F 26,000 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $446,420.

    13F-HR 0001172661-24-000469 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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