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Disclosery

Synergy Asset Management, LLC: PLTR position timeline

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

Synergy Asset Management, LLC held 5,232 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,232 shares
    Change vs previous 13F +614 shares

    0.06% of the 13F portfolio, value $610,417.

    13F-HR 0001699080-26-000007 filed by Synergy Asset Management, 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 4,618 shares
    Change vs previous 13F -4,342 shares

    0.07% of the 13F portfolio, value $675,521.

    13F-HR 0001699080-26-000005 filed by Synergy Asset Management, 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 8,960 shares
    Change vs previous 13F -19,756 shares

    0.17% of the 13F portfolio, value $1,592,640.

    13F-HR 0001699080-26-000002 filed by Synergy Asset Management, 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 28,716 shares
    Change vs previous 13F +19,093 shares

    0.16% of the 13F portfolio, value $4,351,131.

    13F-HR 0001699080-25-000007 filed by Synergy Asset Management, 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 9,623 shares
    Change vs previous 13F +2,606 shares

    0.15% of the 13F portfolio, value $1,311,807.

    13F-HR 0001699080-25-000006 filed by Synergy Asset Management, 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 7,017 shares
    Change vs previous 13F +120 shares

    0.07% of the 13F portfolio, value $592,234.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, 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 6,897 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $502,553.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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