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Disclosery

Opes Wealth Management LLC: PLTR position timeline

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

Opes Wealth Management LLC held 2,921 PLTR shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,921 shares
    Change vs previous 13F +32 shares

    0.07% of the 13F portfolio, value $427,284.

    13F-HR 0001766918-26-000002 filed by Opes 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 ended2025-12-31
    13F 2,889 shares
    Change vs previous 13F +30 shares

    0.09% of the 13F portfolio, value $513,520.

    13F-HR 0001766918-26-000001 filed by Opes 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 ended2025-09-30
    13F 2,859 shares
    Change vs previous 13F +179 shares

    0.09% of the 13F portfolio, value $521,539.

    13F-HR 0001766918-25-000003 filed by Opes 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 ended2025-06-30
    13F 2,680 shares
    Change vs previous 13F -5 shares

    0.06% of the 13F portfolio, value $365,338.

    13F-HR 0001085146-25-004343 filed by Opes 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 ended2025-03-31
    13F 2,685 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $226,614.

    13F-HR 0001085146-25-002635 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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