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CAPTRUST FINANCIAL ADVISORS: PLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PLTR, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 893,038 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 893,038 shares
    Change vs previous 13F +172,821 shares

    0.16% of the 13F portfolio, value $104,190,754.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 720,217 shares
    Change vs previous 13F +159,149 shares

    0.18% of the 13F portfolio, value $105,347,787.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 561,068 shares
    Change vs previous 13F -16,526 shares

    0.19% of the 13F portfolio, value $99,729,756.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 577,594 shares
    Change vs previous 13F +23,660 shares

    0.21% of the 13F portfolio, value $105,364,735.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 553,934 shares
    Change vs previous 13F +96,152 shares

    0.17% of the 13F portfolio, value $75,512,277.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 457,782 shares
    Change vs previous 13F +31,117 shares

    0.1% of the 13F portfolio, value $38,636,816.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 426,665 shares
    Change vs previous 13F +1,220 shares

    0.09% of the 13F portfolio, value $32,268,670.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 425,445 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,826,553.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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