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Disclosery

TrueWealth Advisors, LLC: PLTR position timeline

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

TrueWealth Advisors, LLC held 1,339 PLTR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,339 shares
    Change vs previous 13F +1,339 shares

    0.06% of the 13F portfolio, value $250,460.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,721 shares

    13F-HR 0002085853-26-000303 filed by TrueWealth 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.

  3. period ended2025-12-31
    13F 1,721 shares
    Change vs previous 13F -23 shares

    0.08% of the 13F portfolio, value $305,908.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 ended2025-09-30
    13F 1,744 shares
    Change vs previous 13F -5,633 shares

    0.09% of the 13F portfolio, value $318,140.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 ended2025-06-30
    13F 7,377 shares
    Change vs previous 13F -629 shares

    0.3% of the 13F portfolio, value $1,005,633.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    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 8,006 shares
    Change vs previous 13F +305 shares

    0.22% of the 13F portfolio, value $675,706.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    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 7,701 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $582,427.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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