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Disclosery

Peterson Wealth Services: PLTR position timeline

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

Peterson Wealth Services held 76,625 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 76,625 shares
    Change vs previous 13F -491 shares

    1.95% of the 13F portfolio, value $8,939,839.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 77,116 shares
    Change vs previous 13F +760 shares

    2.79% of the 13F portfolio, value $11,280,528.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 76,356 shares
    Change vs previous 13F +72,727 shares

    3.47% of the 13F portfolio, value $13,572,279.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 3,629 shares
    Change vs previous 13F -81,931 shares

    4.24% of the 13F portfolio, value $15,328,388.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 85,560 shares
    Change vs previous 13F -245 shares

    3.2% of the 13F portfolio, value $11,663,539.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 85,805 shares
    Change vs previous 13F +33,038 shares

    2.24% of the 13F portfolio, value $7,241,942.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 52,767 shares
    Change vs previous 13F +52,753 shares

    1.2% of the 13F portfolio, value $3,990,768.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 14 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $521.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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