Skip to content
Disclosery

Strategies Wealth Advisors, LLC: PLTR position timeline

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

Strategies Wealth Advisors, LLC held 18,227 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,227 shares
    Change vs previous 13F +838 shares

    0.19% of the 13F portfolio, value $2,126,505.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth Advisors, 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 17,389 shares
    Change vs previous 13F +2,405 shares

    0.26% of the 13F portfolio, value $2,543,712.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth Advisors, 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 14,984 shares
    Change vs previous 13F +991 shares

    0.27% of the 13F portfolio, value $2,663,401.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth Advisors, 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 13,993 shares
    Change vs previous 13F +2,300 shares

    0.27% of the 13F portfolio, value $2,552,593.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth Advisors, 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 11,693 shares
    Change vs previous 13F -748 shares

    0.17% of the 13F portfolio, value $1,593,982.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth Advisors, 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 12,441 shares
    Change vs previous 13F +567 shares

    0.13% of the 13F portfolio, value $1,049,985.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth Advisors, 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 11,874 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,390,920.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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