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Disclosery

WCG Wealth Advisors LLC: PLTR position timeline

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

WCG Wealth Advisors LLC held 130,426 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,426 shares
    Change vs previous 13F +9,178 shares

    0.36% of the 13F portfolio, value $15,216,776.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors 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 121,248 shares
    Change vs previous 13F +24,499 shares

    0.5% of the 13F portfolio, value $17,736,138.

    13F-HR 0001855713-26-000004 filed by WCG 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 ended2025-12-31
    13F 96,749 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $17,197,141.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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