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Palacios Wealth Management, LLC: PLTR position timeline

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

Palacios Wealth Management, LLC held 14,382 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,382 shares
    Change vs previous 13F +1,330 shares

    0.99% of the 13F portfolio, value $1,677,948.

    13F-HR 0001705819-26-000043 filed by Palacios 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 13,052 shares
    Change vs previous 13F +1,812 shares

    1.14% of the 13F portfolio, value $1,815,664.

    13F-HR 0001705819-26-000037 filed by Palacios 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 11,240 shares
    Change vs previous 13F -2,403 shares

    1.53% of the 13F portfolio, value $1,997,910.

    13F-HR 0001705819-26-000015 filed by Palacios 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 13,643 shares
    Change vs previous 13F -137 shares

    1.64% of the 13F portfolio, value $2,488,756.

    13F-HR 0001705819-25-000079 filed by Palacios 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 13,780 shares
    Change vs previous 13F +1,110 shares

    1.54% of the 13F portfolio, value $1,878,490.

    13F-HR 0001705819-25-000044 filed by Palacios 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 12,670 shares
    Change vs previous 13F -1,405 shares

    0.79% of the 13F portfolio, value $1,069,348.

    13F-HR 0001705819-25-000036 filed by Palacios 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 14,075 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $960,788.

    13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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