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Disclosery

Fiduciary Alliance LLC: PLTR position timeline

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

Fiduciary Alliance LLC held 41,040 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,040 shares
    Change vs previous 13F -31,542 shares

    0.32% of the 13F portfolio, value $4,787,873.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 72,582 shares
    Change vs previous 13F -12,593 shares

    0.62% of the 13F portfolio, value $10,317,497.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 85,175 shares
    Change vs previous 13F -35,908 shares

    0.99% of the 13F portfolio, value $15,139,856.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 121,083 shares
    Change vs previous 13F -23,667 shares

    1.48% of the 13F portfolio, value $22,087,961.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 144,750 shares
    Change vs previous 13F -7,935 shares

    1.47% of the 13F portfolio, value $19,732,320.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 152,685 shares
    Change vs previous 13F -6,791 shares

    1.27% of the 13F portfolio, value $12,886,614.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 159,476 shares
    Change vs previous 13F +44,101 shares

    1.22% of the 13F portfolio, value $12,061,170.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 115,375 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,291,950.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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