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MISSION WEALTH MANAGEMENT, LP: PLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on PLTR, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 42,339 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,339 shares
    Change vs previous 13F +27,508 shares

    0.06% of the 13F portfolio, value $4,939,725.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 14,831 shares
    Change vs previous 13F +1,130 shares

    0.05% of the 13F portfolio, value $2,169,430.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 13,701 shares
    Change vs previous 13F +1,947 shares

    0.05% of the 13F portfolio, value $2,435,441.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 11,754 shares
    Change vs previous 13F -9,860 shares

    0.04% of the 13F portfolio, value $2,144,140.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 21,614 shares
    Change vs previous 13F +10,269 shares

    0.06% of the 13F portfolio, value $2,946,386.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 11,345 shares
    Change vs previous 13F +817 shares

    0.02% of the 13F portfolio, value $957,545.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 10,528 shares
    Change vs previous 13F +1,270 shares

    0.02% of the 13F portfolio, value $796,237.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 9,258 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $344,381.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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