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Disclosery

HEFFERNAN ADVISORY, INC: PLTR position timeline

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

HEFFERNAN ADVISORY, INC held 1,360 PLTR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,360 shares
    Change vs previous 13F +1,360 shares

    0.17% of the 13F portfolio, value $254,388.

    13F-HR 0001536230-26-000006 filed by HEFFERNAN ADVISORY, INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,360 shares

    13F-HR 0001536230-26-000004 filed by HEFFERNAN ADVISORY, INC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  3. period ended2025-12-31
    13F 1,360 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $241,740.

    13F-HR 0001536230-26-000003 filed by HEFFERNAN ADVISORY, INC
    Filed (acceptance time not in the bulk data set), ingested

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