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Disclosery

Performance Wealth Partners, LLC: PLTR position timeline

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

Performance Wealth Partners, LLC held 28,654 PLTR 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 28,654 shares
    Change vs previous 13F -1,994 shares

    0.08% of the 13F portfolio, value $3,343,062.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 30,648 shares
    Change vs previous 13F +395 shares

    0.13% of the 13F portfolio, value $4,483,189.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 30,253 shares
    Change vs previous 13F +199 shares

    0.15% of the 13F portfolio, value $5,377,471.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 30,054 shares
    Change vs previous 13F +2,042 shares

    0.15% of the 13F portfolio, value $5,482,451.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 28,012 shares
    Change vs previous 13F -780 shares

    0.12% of the 13F portfolio, value $3,818,596.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 28,792 shares
    Change vs previous 13F -542 shares

    0.09% of the 13F portfolio, value $2,430,045.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 29,334 shares
    Change vs previous 13F +8,435 shares

    0.07% of the 13F portfolio, value $2,218,530.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 20,899 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $777,443.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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