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Disclosery

Westwood Wealth Management: PLTR position timeline

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

Westwood Wealth Management held 32,899 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,899 shares
    Change vs previous 13F -10,180 shares

    1.11% of the 13F portfolio, value $3,838,332.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 43,079 shares
    Change vs previous 13F +29,804 shares

    2.47% of the 13F portfolio, value $6,301,596.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 13,275 shares
    Change vs previous 13F -28,740 shares

    1.77% of the 13F portfolio, value $2,359,632.

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    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 42,015 shares
    Change vs previous 13F -19,763 shares

    2.81% of the 13F portfolio, value $7,664,376.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 61,778 shares
    Change vs previous 13F +9,328 shares

    2.83% of the 13F portfolio, value $8,421,577.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 52,450 shares
    Change vs previous 13F +34,950 shares

    1.91% of the 13F portfolio, value $4,426,780.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 17,500 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,323,525.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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