Skip to content
Disclosery

Sun Group Wealth Partners: PLTR position timeline

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

Sun Group Wealth Partners held 62,634 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,634 shares
    Change vs previous 13F -822 shares

    4.99% of the 13F portfolio, value $7,307,514.

    13F-HR 0001172661-26-002755 filed by Sun Group Wealth Partners
    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 63,456 shares
    Change vs previous 13F +352 shares

    7.3% of the 13F portfolio, value $9,282,342.

    13F-HR 0001172661-26-001608 filed by Sun Group Wealth Partners
    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 63,104 shares
    Change vs previous 13F not available

    9.01% of the 13F portfolio, value $11,216,754.

    13F-HR 0001172661-26-000847 filed by Sun Group Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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