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Vivid Wealth Management, LLC: PLTR position timeline

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

Vivid Wealth Management, LLC held 19,079 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,079 shares
    Change vs previous 13F +1,719 shares

    0.78% of the 13F portfolio, value $2,225,947.

    13F-HR 0002085853-26-000887 filed by Vivid Wealth Management, LLC
    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 17,360 shares
    Change vs previous 13F +330 shares

    1.03% of the 13F portfolio, value $2,539,421.

    13F-HR 0002085853-26-000504 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 17,030 shares
    Change vs previous 13F -18 shares

    1.18% of the 13F portfolio, value $3,027,083.

    13F-HR 0002085853-26-000153 filed by Vivid Wealth Management, 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 17,048 shares
    Change vs previous 13F -4,542 shares

    1.24% of the 13F portfolio, value $3,109,896.

    13F-HR 0002085853-25-000175 filed by Vivid Wealth Management, 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 21,590 shares
    Change vs previous 13F -3,235 shares

    1.29% of the 13F portfolio, value $2,943,149.

    13F-HR 0001667731-25-000941 filed by Vivid Wealth Management, 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 24,825 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,095,230.

    13F-HR 0001667731-25-000451 filed by Vivid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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