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Disclosery

IAM Advisory, LLC: PLTR position timeline

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

IAM Advisory, LLC held 10,731 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,731 shares
    Change vs previous 13F +314 shares

    0.24% of the 13F portfolio, value $1,251,986.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 10,417 shares
    Change vs previous 13F -1,217 shares

    0.34% of the 13F portfolio, value $1,523,799.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 11,634 shares
    Change vs previous 13F +1,320 shares

    0.46% of the 13F portfolio, value $2,068,032.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 10,314 shares
    Change vs previous 13F -42 shares

    0.42% of the 13F portfolio, value $1,881,571.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 10,356 shares
    Change vs previous 13F +113 shares

    0.34% of the 13F portfolio, value $1,411,798.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 10,243 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $864,509.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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