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Disclosery

Advisor OS, LLC: PLTR position timeline

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

Advisor OS, LLC held 7,499 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,499 shares
    Change vs previous 13F -341 shares

    0.06% of the 13F portfolio, value $874,915.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 7,840 shares
    Change vs previous 13F +1,461 shares

    0.08% of the 13F portfolio, value $1,146,835.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 6,379 shares
    Change vs previous 13F -705 shares

    0.09% of the 13F portfolio, value $1,133,869.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 7,084 shares
    Change vs previous 13F +1,180 shares

    0.11% of the 13F portfolio, value $1,292,263.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 5,904 shares
    Change vs previous 13F -1,025 shares

    0.08% of the 13F portfolio, value $804,833.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 6,929 shares
    Change vs previous 13F +1,278 shares

    0.07% of the 13F portfolio, value $584,808.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 5,651 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $427,386.

    13F-HR 0001085146-25-000780 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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