WJ Financial Advisors LLC: PLTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WJ Financial Advisors LLC on PLTR, newest first. How the timeline and the estimate are built.
WJ Financial Advisors LLC held 6,359 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 6,359 sharesChange vs previous 13F +415 shares
0.55% of the 13F portfolio, value $741,905.
13F-HR 0002095682-26-000003 filed by WJ Financial Advisors 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 5,944 sharesChange vs previous 13F +2,125 shares
0.7% of the 13F portfolio, value $869,488.
13F-HR 0002095682-26-000002 filed by WJ Financial Advisors 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 3,819 sharesChange vs previous 13F -100 shares
0.6% of the 13F portfolio, value $678,827.
13F-HR 0002095682-26-000001 filed by WJ Financial Advisors 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 3,919 sharesChange vs previous 13F not available
0.69% of the 13F portfolio, value $714,904.
13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).