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Focus Partners Wealth: PLTR position timeline

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

Focus Partners Wealth held 768,606 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 768,606 shares
    Change vs previous 13F +15,118 shares

    0.08% of the 13F portfolio, value $89,673,303.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 722,270 shares
    • Focus Partners Advisor Solutions, LLC: 46,336 shares

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

  2. period ended2026-03-31
    13F 753,488 shares
    Change vs previous 13F -147,668 shares

    0.11% of the 13F portfolio, value $110,306,589.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 678,842 shares
    • Focus Partners Advisor Solutions, LLC: 74,646 shares

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

  3. period ended2025-12-31
    13F 901,156 shares
    Change vs previous 13F +258,223 shares

    0.17% of the 13F portfolio, value $159,792,986.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 824,374 shares
    • Focus Partners Advisor Solutions, LLC: 76,782 shares

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

  4. period ended2025-09-30
    13F 642,933 shares
    Change vs previous 13F +243,138 shares

    0.17% of the 13F portfolio, value $117,589,944.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 595,641 shares
    • Focus Partners Advisor Solutions, LLC: 47,292 shares

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

  5. period ended2025-06-30
    13F 399,795 shares
    Change vs previous 13F -61,158 shares

    0.1% of the 13F portfolio, value $54,506,695.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 366,111 shares
    • Focus Partners Advisor Solutions, LLC: 33,684 shares

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

  6. period ended2025-03-31
    13F/A 460,953 shares
    Change vs previous 13F -11,744 shares

    0.08% of the 13F portfolio, value $38,889,497.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 430,420 shares
    • Focus Partners Advisor Solutions, LLC: 30,533 shares

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

  7. period ended2024-12-31
    13F/A 472,697 shares
    Change vs previous 13F +294,125 shares

    0.08% of the 13F portfolio, value $35,750,134.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 446,555 shares
    • Focus Partners Advisor Solutions, LLC: 26,142 shares

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

  8. period ended2024-09-30
    13F 178,572 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,678,205.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 156,035 shares
    • Focus Partners Advisor Solutions, LLC: 22,537 shares

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