Skip to content
Disclosery

Annex Advisory Services, LLC: PLTR position timeline

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

Annex Advisory Services, LLC held 14,729 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,729 shares
    Change vs previous 13F +1,336 shares

    0.03% of the 13F portfolio, value $1,718,433.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 13,393 shares
    Change vs previous 13F +541 shares

    0.04% of the 13F portfolio, value $1,959,128.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 12,852 shares
    Change vs previous 13F +456 shares

    0.04% of the 13F portfolio, value $2,284,443.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 12,396 shares
    Change vs previous 13F +185 shares

    0.05% of the 13F portfolio, value $2,261,278.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 12,211 shares
    Change vs previous 13F +31 shares

    0.04% of the 13F portfolio, value $1,664,604.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 12,180 shares
    Change vs previous 13F +489 shares

    0.03% of the 13F portfolio, value $1,027,992.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 11,691 shares
    Change vs previous 13F -6,808 shares

    0.03% of the 13F portfolio, value $884,190.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 18,499 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $688,163.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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