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LJI Wealth Management, LLC: PLTR position timeline

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

LJI Wealth Management, LLC held 38,498 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,498 shares
    Change vs previous 13F +675 shares

    0.63% of the 13F portfolio, value $4,491,571.

    13F-HR 0001104659-26-089144 filed by LJI 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 37,823 shares
    Change vs previous 13F +149 shares

    0.89% of the 13F portfolio, value $5,532,748.

    13F-HR 0002085853-26-000559 filed by LJI 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 37,674 shares
    Change vs previous 13F -600 shares

    1.02% of the 13F portfolio, value $6,696,553.

    13F-HR 0002085853-26-000182 filed by LJI 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 38,274 shares
    Change vs previous 13F -1,267 shares

    1.22% of the 13F portfolio, value $6,981,943.

    13F-HR 0002085853-25-000182 filed by LJI 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 39,541 shares
    Change vs previous 13F -97 shares

    0.94% of the 13F portfolio, value $5,390,229.

    13F-HR 0001667731-25-001020 filed by LJI 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 39,638 shares
    Change vs previous 13F -120 shares

    0.67% of the 13F portfolio, value $3,345,477.

    13F-HR 0001667731-25-000572 filed by LJI 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 39,758 shares
    Change vs previous 13F -2,026 shares

    0.59% of the 13F portfolio, value $3,006,925.

    13F-HR 0001667731-25-000145 filed by LJI 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 41,784 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,554,378.

    13F-HR 0001988563-24-000008 filed by LJI Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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