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Disclosery

Rockbridge Investment Management, LCC: PLTR position timeline

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

Rockbridge Investment Management, LCC held 8,782 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 8,782 shares
    Change vs previous 13F +10 shares

    0.08% of the 13F portfolio, value $1,024,596.

    13F-HR 0001214659-26-010428 filed by Rockbridge Investment Management, LCC
    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 8,772 shares
    Change vs previous 13F -5 shares

    0.12% of the 13F portfolio, value $1,283,169.

    13F-HR 0001214659-26-006169 filed by Rockbridge Investment Management, LCC
    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 8,777 shares
    Change vs previous 13F -50 shares

    0.15% of the 13F portfolio, value $1,560,112.

    13F-HR 0001214659-26-001184 filed by Rockbridge Investment Management, LCC
    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 8,827 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,610,222.

    13F-HR 0001214659-25-016284 filed by Rockbridge Investment Management, LCC
    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 8,827 shares
    Change vs previous 13F +329 shares

    0.13% of the 13F portfolio, value $1,203,297.

    13F-HR 0001214659-25-011791 filed by Rockbridge Investment Management, LCC
    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 8,498 shares
    Change vs previous 13F -70 shares

    0.08% of the 13F portfolio, value $717,232.

    13F-HR 0001214659-25-007589 filed by Rockbridge Investment Management, LCC
    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 8,568 shares
    Change vs previous 13F +214 shares

    0.08% of the 13F portfolio, value $647,998.

    13F-HR 0001214659-25-002433 filed by Rockbridge Investment Management, LCC
    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 8,354 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $310,769.

    13F-HR 0001214659-24-018259 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

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