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Disclosery

N.E.W. Advisory Services LLC: PLTR position timeline

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

N.E.W. Advisory Services LLC held 25,058 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,058 shares
    Change vs previous 13F +161 shares

    0.2% of the 13F portfolio, value $2,923,517.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 24,897 shares
    Change vs previous 13F -218 shares

    0.27% of the 13F portfolio, value $3,641,933.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 25,115 shares
    Change vs previous 13F -11 shares

    0.33% of the 13F portfolio, value $4,464,191.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services 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 25,126 shares
    Change vs previous 13F +849 shares

    0.41% of the 13F portfolio, value $4,583,485.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services 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 24,277 shares
    Change vs previous 13F -3,096 shares

    0.32% of the 13F portfolio, value $3,309,441.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services 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 27,373 shares
    Change vs previous 13F +5,276 shares

    0.18% of the 13F portfolio, value $2,310,281.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services 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 22,097 shares
    Change vs previous 13F +3,843 shares

    0.16% of the 13F portfolio, value $1,671,195.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services 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 18,254 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $679,048.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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