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Disclosery

NWAM LLC: PLTR position timeline

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

NWAM LLC held 21,270 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,270 shares
    Change vs previous 13F -4,873 shares

    0.12% of the 13F portfolio, value $2,481,528.

    13F-HR 0001655006-26-000005 filed by NWAM 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 26,143 shares
    Change vs previous 13F -46 shares

    0.22% of the 13F portfolio, value $3,824,135.

    13F-HR 0001655006-26-000004 filed by NWAM 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 26,189 shares
    Change vs previous 13F -1,453 shares

    0.25% of the 13F portfolio, value $4,388,319.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 27,642 shares
    Change vs previous 13F -1,246 shares

    0.27% of the 13F portfolio, value $5,019,784.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 28,888 shares
    Change vs previous 13F +3,605 shares

    0.27% of the 13F portfolio, value $4,570,685.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 25,283 shares
    Change vs previous 13F -3,612 shares

    0.18% of the 13F portfolio, value $2,133,853.

    13F-HR 0001085146-25-002583 filed by NWAM 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 28,895 shares
    Change vs previous 13F -5,528 shares

    0.14% of the 13F portfolio, value $2,185,300.

    13F-HR 0001085146-25-000766 filed by NWAM 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 34,423 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,280,531.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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