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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co: PLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co on PLTR, newest first. How the timeline and the estimate are built.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 18,668 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,668 shares
    Change vs previous 13F -2,585 shares

    1.79% of the 13F portfolio, value $3,209,403.

    13F-HR 0001754960-26-000783 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 21,253 shares
    Change vs previous 13F -36,859 shares

    2.19% of the 13F portfolio, value $2,923,563.

    13F-HR 0001754960-26-000361 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 58,112 shares
    Change vs previous 13F -13,027 shares

    6.91% of the 13F portfolio, value $9,934,828.

    13F-HR 0001754960-26-000093 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 71,139 shares
    Change vs previous 13F -46,036 shares

    8.91% of the 13F portfolio, value $13,410,413.

    13F-HR 0001754960-25-000755 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 117,175 shares
    Change vs previous 13F +20,272 shares

    14.86% of the 13F portfolio, value $21,827,359.

    13F-HR 0001754960-25-000564 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 96,903 shares
    Change vs previous 13F +47,388 shares

    8.41% of the 13F portfolio, value $8,182,664.

    13F-HR 0001754960-25-000294 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    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 49,515 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $3,744,819.

    13F-HR 0001754960-25-000116 filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
    Filed (acceptance time not in the bulk data set), ingested

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