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Disclosery

WealthPLAN Partners, LLC: PLTR position timeline

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

WealthPLAN Partners, LLC held 6,737 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 6,737 shares
    Change vs previous 13F -589 shares

    0.15% of the 13F portfolio, value $786,006.

    13F-HR 0001639943-26-000004 filed by WealthPLAN 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 7,326 shares
    Change vs previous 13F -8,504 shares

    0.21% of the 13F portfolio, value $1,071,647.

    13F-HR 0001639943-26-000003 filed by WealthPLAN 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 15,830 shares
    Change vs previous 13F -209 shares

    0.42% of the 13F portfolio, value $2,813,783.

    13F-HR 0001639943-26-000001 filed by WealthPLAN 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 16,039 shares
    Change vs previous 13F +609 shares

    0.44% of the 13F portfolio, value $2,925,834.

    13F-HR 0001639943-25-000002 filed by WealthPLAN 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 15,430 shares
    Change vs previous 13F -288 shares

    0.34% of the 13F portfolio, value $2,103,418.

    13F-HR 0001929986-25-000005 filed by WealthPLAN 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 15,718 shares
    Change vs previous 13F +1,916 shares

    0.19% of the 13F portfolio, value $1,326,599.

    13F-HR 0002009530-25-000004 filed by WealthPLAN 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 13,802 shares
    Change vs previous 13F +4,589 shares

    0.15% of the 13F portfolio, value $1,043,845.

    13F-HR 0001929986-25-000002 filed by WealthPLAN 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 9,213 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $342,724.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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