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Disclosery

Left Brain Wealth Management, LLC: PLTR position timeline

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

Left Brain Wealth Management, LLC held 0 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 0 shares
    Change vs previous 13F -46,477 shares

    13F-HR 0001104659-26-088542 filed by Left Brain 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.

  2. period ended2026-03-31
    13F 46,477 shares
    Change vs previous 13F -48,171 shares

    2.67% of the 13F portfolio, value $6,798,656.

    13F-HR 0001104659-26-052365 filed by Left Brain 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 94,648 shares
    Change vs previous 13F +208 shares

    5.82% of the 13F portfolio, value $16,823,682.

    13F-HR 0001104659-26-010757 filed by Left Brain 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 94,440 shares
    Change vs previous 13F +17 shares

    5.41% of the 13F portfolio, value $17,227,745.

    13F-HR 0001104659-25-110452 filed by Left Brain 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 94,423 shares
    Change vs previous 13F -34,402 shares

    4.54% of the 13F portfolio, value $12,871,743.

    13F-HR 0001104659-25-076758 filed by Left Brain 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 128,825 shares
    Change vs previous 13F -9,951 shares

    4.75% of the 13F portfolio, value $10,872,830.

    13F-HR 0001104659-25-043527 filed by Left Brain 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 138,776 shares
    Change vs previous 13F +18,814 shares

    3.96% of the 13F portfolio, value $10,495,629.

    13F-HR 0001104659-25-010805 filed by Left Brain 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 119,962 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $4,462,586.

    13F-HR 0001104659-24-116569 filed by Left Brain Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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