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RPg Family Wealth Advisory, LLC: PLTR position timeline

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

RPg Family Wealth Advisory, LLC held 57,173 PLTR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 57,173 shares
    Change vs previous 13F +25,162 shares

    1.11% of the 13F portfolio, value $6,670,346.

    13F-HR/A 0001569884-26-000009 filed by RPg Family Wealth 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 32,011 shares
    Change vs previous 13F -1,389 shares

    0.98% of the 13F portfolio, value $4,682,534.

    13F-HR 0001569884-26-000006 filed by RPg Family Wealth 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 33,400 shares
    Change vs previous 13F -8,861 shares

    1.31% of the 13F portfolio, value $5,936,850.

    13F-HR 0001569884-26-000002 filed by RPg Family Wealth 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 42,261 shares
    Change vs previous 13F -157 shares

    1.69% of the 13F portfolio, value $7,709,251.

    13F-HR 0001569884-25-000013 filed by RPg Family Wealth 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 42,418 shares
    Change vs previous 13F +4,266 shares

    1.54% of the 13F portfolio, value $5,782,421.

    13F-HR 0001569884-25-000010 filed by RPg Family Wealth 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 38,152 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,220,028.

    13F-HR 0001569884-25-000006 filed by RPg Family Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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