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Disclosery

Parcion Private Wealth LLC: PLTR position timeline

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

Parcion Private Wealth LLC held 18,331 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,331 shares
    Change vs previous 13F -1,534 shares

    0.12% of the 13F portfolio, value $2,138,678.

    13F-HR 0001801263-26-000004 filed by Parcion Private 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 19,865 shares
    Change vs previous 13F -1,135 shares

    0.18% of the 13F portfolio, value $2,905,852.

    13F-HR 0001801263-26-000003 filed by Parcion Private 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 21,000 shares
    Change vs previous 13F -821 shares

    0.23% of the 13F portfolio, value $3,732,746.

    13F-HR 0001801263-26-000001 filed by Parcion Private 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 21,821 shares
    Change vs previous 13F +2,323 shares

    0.25% of the 13F portfolio, value $3,980,583.

    13F-HR 0001801263-25-000008 filed by Parcion Private 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 19,498 shares
    Change vs previous 13F -253 shares

    0.19% of the 13F portfolio, value $2,657,967.

    13F-HR 0001801263-25-000007 filed by Parcion Private 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 19,751 shares
    Change vs previous 13F +2,179 shares

    0.14% of the 13F portfolio, value $1,666,984.

    13F-HR 0001801263-25-000005 filed by Parcion Private 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 17,572 shares
    Change vs previous 13F -230 shares

    0.1% of the 13F portfolio, value $1,328,970.

    13F-HR 0001801263-25-000003 filed by Parcion Private 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 17,802 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $662,234.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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