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Processus Wealth & Capital Management, LLC: PLTR position timeline

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

Processus Wealth & Capital Management, LLC held 27,915 PLTR shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 27,915 shares
    Change vs previous 13F +1,205 shares

    1.93% of the 13F portfolio, value $3,256,843.

    13F-HR/A 0001214659-26-008578 filed by Processus Wealth & Capital 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 26,710 shares
    Change vs previous 13F +3,078 shares

    2.65% of the 13F portfolio, value $3,907,139.

    13F-HR 0001214659-26-005982 filed by Processus Wealth & Capital 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 23,632 shares
    Change vs previous 13F +932 shares

    2.77% of the 13F portfolio, value $4,200,588.

    13F-HR 0001214659-26-000243 filed by Processus Wealth & Capital Management, 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 22,700 shares
    Change vs previous 13F +14 shares

    2.97% of the 13F portfolio, value $4,140,934.

    13F-HR 0001214659-25-015846 filed by Processus Wealth & Capital Management, 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 22,686 shares
    Change vs previous 13F +1,258 shares

    2.44% of the 13F portfolio, value $3,092,556.

    13F-HR 0001214659-25-010460 filed by Processus Wealth & Capital Management, 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 21,428 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,808,523.

    13F-HR 0001214659-25-006705 filed by Processus Wealth & Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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