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Disclosery

Portside Wealth Group, LLC: PLTR position timeline

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

Portside Wealth Group, LLC held 11,791 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,791 shares
    Change vs previous 13F -1,766 shares

    0.16% of the 13F portfolio, value $1,375,656.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 13,557 shares
    Change vs previous 13F -1,278 shares

    0.27% of the 13F portfolio, value $1,983,118.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 14,835 shares
    Change vs previous 13F +1,388 shares

    0.36% of the 13F portfolio, value $2,636,921.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 13,447 shares
    Change vs previous 13F -262 shares

    0.34% of the 13F portfolio, value $2,453,001.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 13,709 shares
    Change vs previous 13F +916 shares

    0.28% of the 13F portfolio, value $1,868,811.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 12,793 shares
    Change vs previous 13F +1,161 shares

    0.18% of the 13F portfolio, value $1,079,730.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 11,632 shares
    Change vs previous 13F +1,407 shares

    0.15% of the 13F portfolio, value $879,728.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 10,225 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $380,370.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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