B. Riley Wealth Advisors, Inc.
Position in PLTR — Palantir Technologies Inc.
CIK 1464811
MEMPHIS, TN
Position in PLTR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$18,604,081
-$5,076,749 QoQ
Shares Held
159,459
-1.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#391
of 2,821 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Jun 30, 2026CallValue
$1,078,730
CallShares
9,246
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, 2026B. Riley Wealth Advisors, Inc. holds $83,023,876 across 11 Software - Infrastructure names. PLTR ranks #3 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
81,778 | $30,504,829 | |
| 2 | PANW |
Palo Alto Networks Inc
|
61,181 | $20,863,944 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
159,459 | $18,604,081 | |
| 4 | ORCL |
Oracle Corp
|
34,390 | $5,039,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
97,700 | $4,659,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
11,541 | $1,148,791 | |
| 7 | NET |
Cloudflare, Inc.
|
3,374 | $827,574 | |
| 8 | ZS |
Zscaler, Inc.
|
3,887 | $548,650 |
All Filings in PLTR
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,604,081 | 159,459 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $1,078,730 | 9,246 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $1,203,012 | 874,600 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $23,680,830 | 161,887 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $30,800,164 | 173,278 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $159,975 | 900 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $470,326 | 2,646 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $30,899,394 | 169,386 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $310,114 | 170,000 | Put | Sole | 2025-10-31 | |
| 2025-09-30 | $474,656 | 260,200 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $797,744 | 5,852 | Call | Sole | 2025-08-19 | |
| 2025-06-30 | $24,371,016 | 178,778 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $408,960 | 3,000 | Put | Sole | 2025-08-19 | |
| 2024-12-31 | $16,330,634 | 215,928 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $7,966,640 | 214,157 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $4,290,623 | 169,389 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $6,940,161 | 301,615 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,445,223 | 375,377 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $4,825,840 | 301,615 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,163,599 | 141,135 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,288,506 | 152,486 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $973,169 | 151,584 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,336,962 | 164,448 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,439,944 | 158,759 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,272,260 | 165,496 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,916,349 | 160,151 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $4,544,737 | 189,049 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,640,922 | 138,123 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,660,533 | 114,235 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,555,289 | 66,042 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $148,675 | 15,650 | Shares | Other | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||