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Advisors Asset Management, Inc.: PLTR position timeline

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

Advisors Asset Management, Inc. held 109,024 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,024 shares
    Change vs previous 13F -30,848 shares

    0.19% of the 13F portfolio, value $12,719,830.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 139,872 shares
    Change vs previous 13F +8,480 shares

    0.34% of the 13F portfolio, value $20,460,476.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 131,392 shares
    Change vs previous 13F -29,841 shares

    0.39% of the 13F portfolio, value $23,354,928.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 161,233 shares
    Change vs previous 13F +15,446 shares

    0.5% of the 13F portfolio, value $29,412,124.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 145,787 shares
    Change vs previous 13F +20,731 shares

    0.36% of the 13F portfolio, value $19,873,684.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 125,056 shares
    Change vs previous 13F +42,042 shares

    0.2% of the 13F portfolio, value $10,554,726.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 83,014 shares
    Change vs previous 13F +29,349 shares

    0.12% of the 13F portfolio, value $6,278,349.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 53,665 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,996,338.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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