Compass Wealth Management, LLC/GA PLTR β€” PALANTIR TECHNOLOGIES INC

Ownership history in Compass Wealth Management, LLC/GA  Β·  3 quarters on record

AI Ownership Summary

Compass Wealth Management, LLC/GA reported PALANTIR TECHNOLOGIES INC (PLTR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.41% in 2025 Q3. The latest visible filing shows PLTR at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compass Wealth Management, LLC/GA's position in PALANTIR TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PLTR was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Compass Wealth Management, LLC/GA held PLTR β€” position size vs. price
% of Fund (quarterly)    PLTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 5,075 -26 -0.5% 0.37% $902K 2026-02-14 (Est.) $131.41
2025 Q3 ADDED β€” β€” β€” 5,101 +101 +2.0% 0.41% $931K 2025-11-13 $172.14
2025 Q2 INITIATED β€” β€” β€” 5,000 β€” β€” 0.36% $682K 2025-08-14 $181.02

FAQ About Compass Wealth Management, LLC/GA and PLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Compass Wealth Management, LLC/GA reported owning PLTR?

Compass Wealth Management, LLC/GA reported PLTR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported PLTR position in Compass Wealth Management, LLC/GA's portfolio?

The largest reported portfolio weight for PLTR was 0.41% in 2025 Q3.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2025 Q4, when Compass Wealth Management, LLC/GA reported 5,075 shares, equal to 0.37% of portfolio, with an estimated market value of $902K.

What does the chart on this PLTR ownership page compare?

The chart compares Compass Wealth Management, LLC/GA's quarterly PLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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