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Disclosery

RFG Advisory, LLC: PLTR position timeline

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

RFG Advisory, LLC held 46,124 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,124 shares
    Change vs previous 13F +11,237 shares

    0.08% of the 13F portfolio, value $5,381,313.

    13F-HR 0001633387-26-000008 filed by RFG 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 34,887 shares
    Change vs previous 13F +9,382 shares

    0.09% of the 13F portfolio, value $5,103,338.

    13F-HR 0001633387-26-000005 filed by RFG 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 25,505 shares
    Change vs previous 13F +429 shares

    0.09% of the 13F portfolio, value $4,533,460.

    13F-HR 0001633387-26-000002 filed by RFG 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 25,076 shares
    Change vs previous 13F +4,275 shares

    0.09% of the 13F portfolio, value $4,574,364.

    13F-HR 0001633387-25-000006 filed by RFG 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 20,801 shares
    Change vs previous 13F +2,694 shares

    0.07% of the 13F portfolio, value $2,835,592.

    13F-HR 0001085146-25-004183 filed by RFG 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 18,107 shares
    Change vs previous 13F +7,742 shares

    0.04% of the 13F portfolio, value $1,528,231.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 10,365 shares
    Change vs previous 13F +3,259 shares

    0.02% of the 13F portfolio, value $783,905.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 7,106 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $264,343.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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