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Spectrum Wealth Advisory Group, LLC: PLTR position timeline

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

Spectrum Wealth Advisory Group, LLC held 4,280 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,280 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $499,349.

    13F-HR 0001776821-26-000003 filed by Spectrum Wealth Advisory Group, 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 4,280 shares
    Change vs previous 13F +131 shares

    0.23% of the 13F portfolio, value $626,078.

    13F-HR 0001776821-26-000002 filed by Spectrum Wealth Advisory Group, 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 4,149 shares
    Change vs previous 13F -500 shares

    0.27% of the 13F portfolio, value $737,489.

    13F-HR 0001776821-26-000001 filed by Spectrum Wealth Advisory Group, 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 4,649 shares
    Change vs previous 13F +79 shares

    0.35% of the 13F portfolio, value $848,071.

    13F-HR 0001776821-25-000006 filed by Spectrum Wealth Advisory Group, 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 4,570 shares
    Change vs previous 13F +1,884 shares

    0.29% of the 13F portfolio, value $622,982.

    13F-HR 0001776821-25-000003 filed by Spectrum Wealth Advisory Group, 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 2,686 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $226,699.

    13F-HR 0001172661-25-002115 filed by Spectrum Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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