Aventura Private Wealth, LLC: PLTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aventura Private Wealth, LLC on PLTR, newest first. How the timeline and the estimate are built.
Aventura Private Wealth, LLC held 18,080 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 18,080 sharesChange vs previous 13F -194 shares
0.65% of the 13F portfolio, value $2,109,448.
13F-HR 0002074418-26-000007 filed by Aventura Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,274 sharesChange vs previous 13F +3,864 shares
0.98% of the 13F portfolio, value $2,673,121.
13F-HR 0002074418-26-000006 filed by Aventura Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,410 sharesChange vs previous 13F -37 shares
0.92% of the 13F portfolio, value $2,561,378.
13F-HR 0002074418-26-000001 filed by Aventura Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,447 sharesChange vs previous 13F +7,379 shares
0.97% of the 13F portfolio, value $2,635,422.
13F-HR 0002074418-26-000005 filed by Aventura Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,068 sharesChange vs previous 13F +4,645 shares
0.42% of the 13F portfolio, value $963,510.
13F-HR 0002074418-26-000004 filed by Aventura Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,423 sharesChange vs previous 13F +1,975 shares
0.11% of the 13F portfolio, value $204,501.
13F-HR 0002074418-26-000003 filed by Aventura Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 448 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $33,882.
13F-HR 0002074418-26-000002 filed by Aventura Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).