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National Wealth Management Group, LLC: PLTR position timeline

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

National Wealth Management Group, LLC held 21,898 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,898 shares
    Change vs previous 13F -1,452 shares

    0.79% of the 13F portfolio, value $2,554,840.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 23,350 shares
    Change vs previous 13F -3,605 shares

    1.27% of the 13F portfolio, value $3,415,638.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 26,955 shares
    Change vs previous 13F +394 shares

    1.66% of the 13F portfolio, value $4,791,251.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 26,561 shares
    Change vs previous 13F +1,504 shares

    1.83% of the 13F portfolio, value $4,845,258.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 25,057 shares
    Change vs previous 13F +4,147 shares

    1.91% of the 13F portfolio, value $3,415,770.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 20,910 shares
    Change vs previous 13F -1,100 shares

    1.16% of the 13F portfolio, value $1,764,804.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 22,010 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,664,616.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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