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Disclosery

NewEdge Wealth, LLC: PLTR position timeline

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

NewEdge Wealth, LLC held 67,651 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,651 shares
    Change vs previous 13F -3,483 shares

    0.08% of the 13F portfolio, value $7,892,812.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 71,134 shares
    Change vs previous 13F +12,861 shares

    0.12% of the 13F portfolio, value $10,405,550.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 58,273 shares
    Change vs previous 13F +18,581 shares

    0.12% of the 13F portfolio, value $10,358,005.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 39,692 shares
    Change vs previous 13F +14,640 shares

    0.11% of the 13F portfolio, value $7,458,155.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 25,052 shares
    Change vs previous 13F -26,803 shares

    0.07% of the 13F portfolio, value $4,564,564.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 51,855 shares
    Change vs previous 13F +31,886 shares

    0.08% of the 13F portfolio, value $4,376,576.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 19,969 shares
    Change vs previous 13F +5,152 shares

    0.03% of the 13F portfolio, value $1,510,268.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 14,817 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $551,198.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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