EVERMAY WEALTH MANAGEMENT LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1066816
ARLINGTON, VA
Position in PLTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$78,402
+$34,957 QoQ
Shares Held
672
+126.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,586
of 2,820 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Dec 31, 2021CallValue
$3,642
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $8,988,094 across 9 Software - Infrastructure names. PLTR ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,981 | $6,334,252 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,463 | $1,521,972 | |
| 3 | ORCL |
Oracle Corp
|
3,618 | $530,217 | |
| 4 | SNPS |
Synopsys Inc
|
810 | $361,316 | |
| 5 | FTNT |
Fortinet, Inc.
|
515 | $79,114 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
672 | $78,402 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,476 | $70,399 | |
| 8 | NET |
Cloudflare, Inc.
|
35 | $8,584 |
All Filings in PLTR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,402 | 672 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $43,445 | 297 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $208,145 | 1,171 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $168,373 | 923 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $119,416 | 876 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $168 | 2 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $151 | 2 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $74 | 2 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $50 | 2 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $46 | 2 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $34 | 2 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $45 | 3 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $23,051 | 2,728 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,252 | 2,843 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $23,617 | 2,905 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,691 | 1,730 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,466 | 1,345 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $42,975 | 2,360 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $3,642 | 200 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $36,420 | 1,515 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,799 | 220 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||