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
- period ended2026-06-3013F 20,740 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,632 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,496 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,821 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,982 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,897 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,130 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,150 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).