Navis Wealth Advisors, LLC: PLTR position timeline

Navis Wealth Advisors, LLC held 0 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -1,785 shares

   13F-HR 0001951757-26-001266 filed by Navis Wealth Advisors, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

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

2. period ended2026-03-31

   13F 1,785 shares

   Change vs previous 13F -2,057 shares

   0.13% of the 13F portfolio, value $261,110.

   13F-HR 0001951757-26-000882 filed by Navis Wealth Advisors, LLC
   Filed 2026-05-15 (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).

3. period ended2025-12-31

   13F 3,842 shares

   Change vs previous 13F +1,917 shares

   0.29% of the 13F portfolio, value $682,916.

   13F-HR 0001951757-26-000437 filed by Navis Wealth Advisors, LLC
   Filed 2026-02-13 (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).

4. period ended2025-09-30

   13F 1,925 shares

   Change vs previous 13F -325 shares

   0.26% of the 13F portfolio, value $351,158.

   13F-HR 0001951757-25-001436 filed by Navis Wealth Advisors, LLC
   Filed 2025-11-14 (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).

5. period ended2025-06-30

   13F 2,250 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $306,720.

   13F-HR 0001951757-25-001085 filed by Navis Wealth Advisors, LLC
   Filed 2025-08-13 (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).