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Disclosery

WT Wealth Management: PLTR position timeline

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

WT Wealth Management held 3,001 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,001 shares
    Change vs previous 13F +790 shares

    0.1% of the 13F portfolio, value $350,127.

    13F-HR 0001780507-26-000004 filed by WT 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 2,211 shares
    Change vs previous 13F +78 shares

    0.1% of the 13F portfolio, value $323,425.

    13F-HR 0001780507-26-000003 filed by WT 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 2,133 shares
    Change vs previous 13F -315 shares

    0.11% of the 13F portfolio, value $379,141.

    13F-HR 0001780507-26-000001 filed by WT 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 2,448 shares
    Change vs previous 13F -380 shares

    0.13% of the 13F portfolio, value $446,564.

    13F-HR 0001780507-25-000012 filed by WT 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 2,828 shares
    Change vs previous 13F -119 shares

    0.11% of the 13F portfolio, value $385,513.

    13F-HR 0001780507-25-000011 filed by WT 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 2,947 shares
    Change vs previous 13F -373 shares

    0.08% of the 13F portfolio, value $248,727.

    13F-HR 0001780507-25-000008 filed by WT 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 3,320 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $251,092.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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