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STRATEGIC PLANNING GROUP, LLC: PLTR position timeline

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

STRATEGIC PLANNING GROUP, LLC held 52,755 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 52,755 shares
    Change vs previous 13F +2,805 shares

    0.67% of the 13F portfolio, value $6,155,016.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING 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 49,950 shares
    Change vs previous 13F +1,934 shares

    1.02% of the 13F portfolio, value $7,306,687.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING 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 48,016 shares
    Change vs previous 13F +2,809 shares

    1.1% of the 13F portfolio, value $8,534,856.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING 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 45,207 shares
    Change vs previous 13F +5,198 shares

    1.11% of the 13F portfolio, value $8,246,717.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING 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 40,009 shares
    Change vs previous 13F +1,254 shares

    0.89% of the 13F portfolio, value $5,454,159.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING 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 38,755 shares
    Change vs previous 13F +70 shares

    0.64% of the 13F portfolio, value $3,271,003.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, 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 38,685 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,925,789.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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