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Three Bridge Wealth Advisors, LLC: PLTR position timeline

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

Three Bridge Wealth Advisors, LLC held 0 PLTR shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -13,319 shares

    13F-HR 0001950962-25-000011 filed by Three Bridge Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 13,319 shares
    Change vs previous 13F -10,162 shares

    0.48% of the 13F portfolio, value $1,815,646.

    13F-HR 0001950962-25-000007 filed by Three Bridge Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 23,481 shares
    Change vs previous 13F -9,740 shares

    0.69% of the 13F portfolio, value $1,981,796.

    13F-HR 0001950962-25-000004 filed by Three Bridge Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 33,221 shares
    Change vs previous 13F -10,000 shares

    0.88% of the 13F portfolio, value $2,512,504.

    13F-HR 0001950962-25-000002 filed by Three Bridge Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 43,221 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,607,821.

    13F-HR 0001950962-24-000010 filed by Three Bridge Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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