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Disclosery

WT Wealth Management: PPLT position timeline

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

WT Wealth Management held 47,460 PPLT 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 47,460 shares
    Change vs previous 13F +40,991 shares

    0.19% of the 13F portfolio, value $670,609.

    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 6,469 shares
    Change vs previous 13F +742 shares

    0.34% of the 13F portfolio, value $1,152,915.

    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 5,727 shares
    Change vs previous 13F +840 shares

    0.31% of the 13F portfolio, value $1,067,685.

    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 4,887 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $698,255.

    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).