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Disclosery

AE Wealth Management LLC: PLTR position timeline

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

AE Wealth Management LLC held 609,653 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 609,653 shares
    Change vs previous 13F +87,654 shares

    0.33% of the 13F portfolio, value $71,128,357.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 521,999 shares
    Change vs previous 13F +11,300 shares

    0.41% of the 13F portfolio, value $76,358,158.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 510,699 shares
    Change vs previous 13F +14,787 shares

    0.52% of the 13F portfolio, value $90,777,011.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 495,912 shares
    Change vs previous 13F +30,058 shares

    0.58% of the 13F portfolio, value $90,464,361.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 465,854 shares
    Change vs previous 13F +159,985 shares

    0.46% of the 13F portfolio, value $63,505,254.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 305,869 shares
    Change vs previous 13F -13,455 shares

    0.22% of the 13F portfolio, value $25,815,338.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 319,324 shares
    Change vs previous 13F -8,506 shares

    0.2% of the 13F portfolio, value $24,150,485.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 327,830 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,195,282.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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