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Ascentis Wealth Management, LLC: PLTR position timeline

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

Ascentis Wealth Management, LLC held 29,901 PLTR shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 29,901 shares
    Change vs previous 13F -44,816 shares

    0.5% of the 13F portfolio, value $3,488,511.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 21 shares
    • Ascentis Wealth Management, LLC: 29,880 shares

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

  2. period ended2026-03-31
    13F 74,717 shares
    Change vs previous 13F +21,340 shares

    0.6% of the 13F portfolio, value $10,929,593.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 46,962 shares
    • Ascentis Wealth Management, LLC: 27,755 shares

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

  3. period ended2025-12-31
    13F 53,377 shares
    Change vs previous 13F +1,199 shares

    0.91% of the 13F portfolio, value $9,487,733.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 23,894 shares
    • Ascentis Wealth Management, LLC: 29,483 shares

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

  4. period ended2025-09-30
    13F 52,178 shares
    Change vs previous 13F +1,444 shares

    0.9% of the 13F portfolio, value $9,518,283.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 21,600 shares
    • Ascentis Wealth Management, LLC: 30,578 shares

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

  5. period ended2025-06-30
    13F 50,734 shares
    Change vs previous 13F +292 shares

    0.7% of the 13F portfolio, value $6,733,644.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18,361 shares
    • Ascentis Wealth Management, LLC: 32,373 shares

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

  6. period ended2025-03-31
    13F 50,442 shares
    Change vs previous 13F +27,872 shares

    0.51% of the 13F portfolio, value $4,266,721.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 16,684 shares
    • Ascentis Wealth Management, LLC: 33,758 shares

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

  7. period ended2024-12-31
    13F 22,570 shares
    Change vs previous 13F +4,628 shares

    0.2% of the 13F portfolio, value $1,706,967.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 20,752 shares
    • Ascentis Wealth Management, LLC: 1,818 shares

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

  8. period ended2024-09-30
    13F/A 17,942 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $667,441.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 16,196 shares
    • Ascentis Wealth Management, LLC: 1,746 shares

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