FRG Family Wealth Advisors LLC: PLTR position timeline

FRG Family Wealth Advisors LLC held 10,867 PLTR shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 10,867 shares

   Change vs previous 13F -935 shares

   0.26% of the 13F portfolio, value $1,589,625.

   13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 11,802 shares

   Change vs previous 13F +4,160 shares

   0.33% of the 13F portfolio, value $2,097,806.

   13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 7,642 shares

   Change vs previous 13F +2,939 shares

   0.22% of the 13F portfolio, value $1,394,054.

   13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 4,703 shares

   Change vs previous 13F +4,703 shares

   0.11% of the 13F portfolio, value $641,113.

   13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2024-06-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
   Filed 2024-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

   Exited: the 13F for this period no longer lists the position.