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Summit Financial Strategies, Inc.: PLTR position timeline

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

Summit Financial Strategies, Inc. held 4,184 PLTR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,184 shares
    Change vs previous 13F +1,675 shares

    0.05% of the 13F portfolio, value $782,545.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,509 shares
    Change vs previous 13F +127 shares

    0.02% of the 13F portfolio, value $292,755.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,382 shares
    Change vs previous 13F +71 shares

    0.03% of the 13F portfolio, value $348,374.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,311 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $410,706.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,296 shares
    Change vs previous 13F +426 shares

    0.04% of the 13F portfolio, value $418,826.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,870 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $254,910.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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