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Rockline Wealth Management, LLC: PLTR position timeline

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

Rockline Wealth Management, LLC held 103,536 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 103,536 shares
    Change vs previous 13F -6,521 shares

    2.31% of the 13F portfolio, value $12,079,542.

    13F-HR 0001172661-26-002781 filed by Rockline Wealth 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 110,057 shares
    Change vs previous 13F -4,615 shares

    3.5% of the 13F portfolio, value $16,099,139.

    13F-HR 0001172661-26-001574 filed by Rockline Wealth 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 114,672 shares
    Change vs previous 13F +1,662 shares

    4.16% of the 13F portfolio, value $20,383,012.

    13F-HR 0001172661-26-000560 filed by Rockline Wealth 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 113,010 shares
    Change vs previous 13F -4,580 shares

    4.27% of the 13F portfolio, value $20,615,280.

    13F-HR 0001172661-25-004538 filed by Rockline Wealth 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 117,590 shares
    Change vs previous 13F +6,357 shares

    3.79% of the 13F portfolio, value $16,029,867.

    13F-HR 0001172661-25-002900 filed by Rockline Wealth 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 111,233 shares
    Change vs previous 13F +23,204 shares

    2.61% of the 13F portfolio, value $9,388,066.

    13F-HR 0001172661-25-001525 filed by Rockline Wealth Management, 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 88,029 shares
    Change vs previous 13F +17,567 shares

    1.78% of the 13F portfolio, value $6,657,630.

    13F-HR 0001172661-25-000354 filed by Rockline Wealth Management, 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 70,462 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,621,187.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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