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Steward Partners Investment Advisory, LLC: PLTR position timeline

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

Steward Partners Investment Advisory, LLC held 207,382 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,382 shares
    Change vs previous 13F +13,953 shares

    0.12% of the 13F portfolio, value $24,195,216.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment 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 193,429 shares
    Change vs previous 13F -115,175 shares

    0.14% of the 13F portfolio, value $28,294,752.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment 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 308,604 shares
    Change vs previous 13F -4,769 shares

    0.3% of the 13F portfolio, value $54,854,357.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment 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 313,373 shares
    Change vs previous 13F -116,817 shares

    0.33% of the 13F portfolio, value $57,165,497.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment 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 430,190 shares
    Change vs previous 13F +19,496 shares

    0.46% of the 13F portfolio, value $58,643,466.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment 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 410,694 shares
    Change vs previous 13F +208,252 shares

    0.31% of the 13F portfolio, value $34,662,574.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    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 202,442 shares
    Change vs previous 13F +65,285 shares

    0.14% of the 13F portfolio, value $15,310,689.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    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 137,157 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,102,240.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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