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Disclosery

Lewis Asset Management, LLC: PLTR position timeline

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

Lewis Asset Management, LLC held 0 PLTR shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,677 shares

    13F-HR 0002004520-26-000002 filed by Lewis Asset Management, LLC
    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.

  2. period ended2025-12-31
    13F 1,677 shares
    Change vs previous 13F +477 shares

    0.12% of the 13F portfolio, value $298,048.

    13F-HR 0002004520-26-000001 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,200 shares
    Change vs previous 13F -3,860 shares

    0.09% of the 13F portfolio, value $218,904.

    13F-HR 0002004520-25-000009 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,060 shares
    Change vs previous 13F +1,000 shares

    0.32% of the 13F portfolio, value $689,779.

    13F-HR 0002004520-25-000007 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,060 shares
    Change vs previous 13F -1,548 shares

    0.28% of the 13F portfolio, value $342,664.

    13F-HR 0002004520-25-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,608 shares
    Change vs previous 13F -2,085 shares

    0.32% of the 13F portfolio, value $424,133.

    13F-HR 0002004520-25-000002 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,693 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $286,180.

    13F-HR 0002004520-24-000006 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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