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Platt Wealth Management LLC: LDP position timeline

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

Platt Wealth Management LLC held 74,662 LDP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,662 shares
    Change vs previous 13F -204 shares

    1.27% of the 13F portfolio, value $1,579,000.

    13F-HR 0002109497-26-000003 filed by Platt 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 74,866 shares
    Change vs previous 13F -8,390 shares

    1.46% of the 13F portfolio, value $1,495,000.

    13F-HR 0002109497-26-000002 filed by Platt 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 83,256 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $1,762,000.

    13F-HR 0002109497-26-000001 filed by Platt Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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