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Prasad Wealth Partners, LLC: PLTR position timeline

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

Prasad Wealth Partners, LLC held 12,148 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,148 shares
    Change vs previous 13F +1,456 shares

    0.34% of the 13F portfolio, value $1,417,252.

    13F-HR 0001765380-26-000234 filed by Prasad Wealth Partners, 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 10,692 shares
    Change vs previous 13F +146 shares

    0.43% of the 13F portfolio, value $1,563,957.

    13F-HR 0001765380-26-000125 filed by Prasad Wealth Partners, 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 10,546 shares
    Change vs previous 13F -1,170 shares

    0.5% of the 13F portfolio, value $1,874,500.

    13F-HR 0001765380-26-000039 filed by Prasad Wealth Partners, 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 11,716 shares
    Change vs previous 13F -313 shares

    0.6% of the 13F portfolio, value $2,137,180.

    13F-HR 0002048885-25-000002 filed by Prasad Wealth Partners, 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 12,029 shares
    Change vs previous 13F -1,028 shares

    0.48% of the 13F portfolio, value $1,639,793.

    13F-HR 0001765380-25-000258 filed by Prasad Wealth Partners, 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 13,057 shares
    Change vs previous 13F -46,769 shares

    0.36% of the 13F portfolio, value $1,102,011.

    13F-HR 0001765380-25-000213 filed by Prasad Wealth Partners, 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 59,826 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,524,640.

    13F-HR 0001765380-25-000040 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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