SECURED RETIREMENT ADVISORS, LLC: PLTR position timeline

SECURED RETIREMENT ADVISORS, LLC held 0 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -5,229 shares

   13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT ADVISORS, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 5,229 shares

   Change vs previous 13F +1,925 shares

   0.43% of the 13F portfolio, value $764,898.

   13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT ADVISORS, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,304 shares

   Change vs previous 13F +160 shares

   0.33% of the 13F portfolio, value $587,286.

   13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT ADVISORS, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,144 shares

   Change vs previous 13F -676 shares

   0.32% of the 13F portfolio, value $573,528.

   13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT ADVISORS, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,820 shares

   Change vs previous 13F not available

   0.31% of the 13F portfolio, value $520,742.

   13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT ADVISORS, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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