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StoneCrest Wealth Management, Inc.: PLTR position timeline

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

StoneCrest Wealth Management, Inc. held 6,023 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,023 shares
    Change vs previous 13F -1,667 shares

    0.22% of the 13F portfolio, value $702,703.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 7,690 shares
    Change vs previous 13F +133 shares

    0.48% of the 13F portfolio, value $1,124,893.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 7,557 shares
    Change vs previous 13F -1,729 shares

    0.54% of the 13F portfolio, value $1,343,257.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 9,286 shares
    Change vs previous 13F -562 shares

    0.74% of the 13F portfolio, value $1,693,952.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 9,848 shares
    Change vs previous 13F +472 shares

    0.64% of the 13F portfolio, value $1,342,479.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    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 9,376 shares
    Change vs previous 13F +2,168 shares

    0.5% of the 13F portfolio, value $791,334.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    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 7,208 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $545,141.

    13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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