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Disclosery

RMR Wealth Builders: PLTR position timeline

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

RMR Wealth Builders held 30,328 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,328 shares
    Change vs previous 13F +7,815 shares

    0.22% of the 13F portfolio, value $3,538,408.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 22,513 shares
    Change vs previous 13F +4,070 shares

    0.26% of the 13F portfolio, value $3,293,215.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 18,443 shares
    Change vs previous 13F +1,353 shares

    0.26% of the 13F portfolio, value $3,278,260.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 17,090 shares
    Change vs previous 13F +1,654 shares

    0.26% of the 13F portfolio, value $3,117,546.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 15,436 shares
    Change vs previous 13F +8,990 shares

    0.19% of the 13F portfolio, value $2,104,224.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 6,446 shares
    Change vs previous 13F -755 shares

    0.06% of the 13F portfolio, value $544,042.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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 7,201 shares
    Change vs previous 13F +167 shares

    0.06% of the 13F portfolio, value $544,612.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 7,034 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $261,665.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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