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CARY STREET PARTNERS ASSET MANAGEMENT LLC: PLTR position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 51,557 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,557 shares
    Change vs previous 13F +16,264 shares

    0.12% of the 13F portfolio, value $6,015,163.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 49,287 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,270 shares

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

  2. period ended2026-03-31
    13F 35,293 shares
    Change vs previous 13F +4,887 shares

    0.12% of the 13F portfolio, value $5,162,732.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 33,063 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,230 shares

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

  3. period ended2025-12-31
    13F 30,406 shares
    Change vs previous 13F -2,132 shares

    0.12% of the 13F portfolio, value $5,404,754.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 27,922 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,484 shares

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

  4. period ended2025-09-30
    13F 32,538 shares
    Change vs previous 13F -4,414 shares

    0.15% of the 13F portfolio, value $5,935,671.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 30,395 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,143 shares

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

  5. period ended2025-06-30
    13F 36,952 shares
    Change vs previous 13F -531 shares

    0.13% of the 13F portfolio, value $5,037,296.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,523 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,429 shares

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

  6. period ended2025-03-31
    13F 37,483 shares
    Change vs previous 13F +26,326 shares

    0.09% of the 13F portfolio, value $3,163,564.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 36,475 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,008 shares

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

  7. period ended2024-12-31
    13F 11,157 shares
    Change vs previous 13F +1,782 shares

    0.03% of the 13F portfolio, value $843,804.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 10,697 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 460 shares

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

  8. period ended2024-09-30
    13F 9,375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $348,750.

    13F-HR 0001766904-24-000010 filed by CARY STREET 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).