Regal Investment Advisors LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1559789
KENTWOOD, MI
Position in PLTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$338,053
-$147,737 QoQ
Shares Held
2,311
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 6.750324534833406.ToString("F0")%
Shared 0.ToString("F0")%
None 93.24967546516659.ToString("F0")%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Regal Investment Advisors LLC holds $30,482,355 across 9 Software - Infrastructure names. PLTR ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,289 | $22,317,179 | |
| 2 | CPAY |
Corpay, Inc.
|
13,776 | $4,008,678 | |
| 3 | ORCL |
Oracle Corp
|
9,553 | $1,405,341 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,984 | $1,119,674 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
|
51,530 | $820,357 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
2,311 | $338,053 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,422 | $333,995 | |
| 8 | AIOT |
Powerfleet, Inc.
|
26,465 | $81,512 |
All Filings in PLTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,053 | 2,311 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $485,790 | 2,733 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $562,583 | 3,084 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $276,320 | 2,027 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $688,788 | 8,161 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $880,938 | 11,648 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,232,733 | 33,138 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,788,855 | 70,622 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,340,447 | 58,255 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $872,442 | 50,812 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $789,440 | 49,340 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $240,221 | 15,670 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $131,634 | 15,578 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $399,443 | 49,132 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $462,814 | 51,027 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $727,552 | 52,990 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $857,472 | 47,088 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,160,699 | 48,282 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,247,513 | 47,326 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||