Platt Wealth Management LLC: VPLS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Platt Wealth Management LLC on VPLS, newest first. How the timeline and the estimate are built.
Platt Wealth Management LLC held 6,882 VPLS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 6,882 sharesChange vs previous 13F +1,677 shares
0.43% of the 13F portfolio, value $533,000.
13F-HR 0002109497-26-000003 filed by Platt Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,205 sharesChange vs previous 13F +1,813 shares
0.39% of the 13F portfolio, value $403,000.
13F-HR 0002109497-26-000002 filed by Platt Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,392 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $264,000.
13F-HR 0002109497-26-000001 filed by Platt Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).