Skip to content
Disclosery

Rooted Wealth Advisors, Inc.: PLTR position timeline

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

Rooted Wealth Advisors, Inc. held 5,841 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,841 shares
    Change vs previous 13F +3,491 shares

    0.17% of the 13F portfolio, value $681,469.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 2,350 shares
    Change vs previous 13F +39 shares

    0.09% of the 13F portfolio, value $342,842.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 2,311 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $322,477.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 2,316 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $400,830.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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