Skip to content

Wealth Management Partners, LLC: PLTR position timeline

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

Wealth Management Partners, LLC held 20,740 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,740 shares
    Change vs previous 13F -892 shares

    0.57% of the 13F portfolio, value $2,419,736.

    13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 21,632 shares
    Change vs previous 13F +136 shares

    0.9% of the 13F portfolio, value $3,164,329.

    13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 21,496 shares
    Change vs previous 13F -1,325 shares

    1.09% of the 13F portfolio, value $3,820,914.

    13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 22,821 shares
    Change vs previous 13F +839 shares

    1.32% of the 13F portfolio, value $4,163,007.

    13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 21,982 shares
    Change vs previous 13F -2,915 shares

    1.08% of the 13F portfolio, value $3,058,136.

    13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 24,897 shares
    Change vs previous 13F -233 shares

    0.97% of the 13F portfolio, value $2,101,307.

    13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 25,130 shares
    Change vs previous 13F +980 shares

    0.82% of the 13F portfolio, value $1,900,582.

    13F-HR 0001085146-25-000272 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,150 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $898,380.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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