Position in PLTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$20,883
-$5,301 QoQ
Shares Held
179
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,715
of 2,834 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JNBA Financial Advisors holds $13,425,367 across 16 Software - Infrastructure names. PLTR ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,543 | $12,139,189 | |
| 2 | ORCL |
Oracle Corp
|
6,658 | $975,729 | |
| 3 | RELY |
Remitly Global, Inc.
|
5,000 | $112,050 | |
| 4 | SNPS |
Synopsys Inc
|
247 | $110,179 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
190 | $24,971 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
179 | $20,883 | |
| 7 | FIVN |
Five9, Inc.
|
400 | $8,528 | |
| 8 | PANW |
Palo Alto Networks Inc
|
24 | $8,184 |
All Filings in PLTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,883 | 179 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $26,184 | 179 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $57,946 | 326 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $54,726 | 300 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $40,896 | 300 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,440 | 100 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $7,563 | 100 | Shares | Sole | 2025-01-30 | |
| 2023-03-31 | $3,278 | 388 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,490 | 388 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,154 | 388 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,519 | 388 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,327 | 388 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,375 | 405 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||