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TRUE Private Wealth Advisors: PLTU position timeline

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

TRUE Private Wealth Advisors held 11,563 PLTU 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 11,563 shares
    Change vs previous 13F -524 shares

    0.03% of the 13F portfolio, value $291,375.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 12,087 shares
    Change vs previous 13F -1,644 shares

    0.05% of the 13F portfolio, value $537,793.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 13,731 shares
    Change vs previous 13F +2,299 shares

    0.1% of the 13F portfolio, value $1,009,773.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 11,432 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,164,401.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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