Skip to content
Disclosery

WealthPlan Investment Management, LLC: PLTR position timeline

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

WealthPlan Investment Management, LLC held 52,405 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 52,405 shares
    Change vs previous 13F +1,553 shares

    0.3% of the 13F portfolio, value $6,114,092.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment 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 50,852 shares
    Change vs previous 13F +13,302 shares

    0.41% of the 13F portfolio, value $7,438,631.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment 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 37,550 shares
    Change vs previous 13F +5,770 shares

    0.43% of the 13F portfolio, value $6,674,513.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment 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 31,780 shares
    Change vs previous 13F -6,404 shares

    0.38% of the 13F portfolio, value $5,797,308.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment 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 38,184 shares
    Change vs previous 13F -526 shares

    0.38% of the 13F portfolio, value $5,205,243.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment 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 38,710 shares
    Change vs previous 13F +2,905 shares

    0.32% of the 13F portfolio, value $3,267,124.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 35,805 shares
    Change vs previous 13F +21,204 shares

    0.27% of the 13F portfolio, value $2,707,932.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 14,601 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $543,157.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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