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Disclosery

Straight Path Wealth Management: PLTR position timeline

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

Straight Path Wealth Management held 17,959 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,959 shares
    Change vs previous 13F +350 shares

    0.49% of the 13F portfolio, value $2,095,277.

    13F-HR 0002085853-26-000879 filed by Straight Path Wealth Management
    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 17,609 shares
    Change vs previous 13F -4,181 shares

    0.69% of the 13F portfolio, value $2,575,845.

    13F-HR 0002085853-26-000459 filed by Straight Path Wealth Management
    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 21,790 shares
    Change vs previous 13F +97 shares

    1.04% of the 13F portfolio, value $3,873,173.

    13F-HR 0002085853-26-000240 filed by Straight Path Wealth Management
    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 21,693 shares
    Change vs previous 13F +13 shares

    1.1% of the 13F portfolio, value $3,957,237.

    13F-HR 0002085853-25-000211 filed by Straight Path Wealth Management
    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 21,680 shares
    Change vs previous 13F +1,399 shares

    1% of the 13F portfolio, value $2,955,418.

    13F-HR 0001667731-25-000999 filed by Straight Path Wealth Management
    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 20,281 shares
    Change vs previous 13F -11,490 shares

    0.69% of the 13F portfolio, value $1,711,716.

    13F-HR 0001667731-25-000546 filed by Straight Path Wealth Management
    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 31,771 shares
    Change vs previous 13F -2,832 shares

    0.95% of the 13F portfolio, value $2,402,841.

    13F-HR 0001667731-25-000214 filed by Straight Path Wealth Management
    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 34,603 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,287,232.

    13F-HR 0001902506-24-000004 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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