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Disclosery

Palatine Hill Wealth Management, LLC: CI position timeline

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

Palatine Hill Wealth Management, LLC held 0 CI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,704 shares

    13F-HR 0002107248-26-000004 filed by Palatine Hill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,704 shares
    Change vs previous 13F +226 shares

    0.4% of the 13F portfolio, value $454,542.

    13F-HR 0002107248-26-000003 filed by Palatine Hill 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 1,478 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $406,790.

    13F-HR 0002107248-26-000002 filed by Palatine Hill Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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