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Perigon Wealth Management, LLC: PLTR position timeline

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

Perigon Wealth Management, LLC held 83,708 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 83,708 shares
    Change vs previous 13F -11,394 shares

    0.15% of the 13F portfolio, value $9,766,266.

    13F-HR 0001951757-26-001189 filed by Perigon 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 95,102 shares
    Change vs previous 13F +22,247 shares

    0.25% of the 13F portfolio, value $13,911,543.

    13F-HR 0001951757-26-000567 filed by Perigon 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 72,855 shares
    Change vs previous 13F -38 shares

    0.23% of the 13F portfolio, value $12,949,989.

    13F-HR 0001951757-26-000202 filed by Perigon 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 72,893 shares
    Change vs previous 13F -50,429 shares

    0.27% of the 13F portfolio, value $13,297,153.

    13F-HR 0001951757-25-001161 filed by Perigon 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 123,322 shares
    Change vs previous 13F +10,379 shares

    0.37% of the 13F portfolio, value $16,014,114.

    13F-HR 0001951757-25-000869 filed by Perigon 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 112,943 shares
    Change vs previous 13F -1,412 shares

    0.24% of the 13F portfolio, value $9,532,385.

    13F-HR 0001951757-25-000439 filed by Perigon 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 114,355 shares
    Change vs previous 13F -54,956 shares

    0.19% of the 13F portfolio, value $7,917,939.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 169,311 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,298,357.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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