MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1607355
GLASTONBURY, CT
Position in PLTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,566,378
-$2,157,262 QoQ
Shares Held
73,424
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
5.11%
of 13F equity value
Holder Rank
#556
of 2,831 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $26,116,390 across 10 Software - Infrastructure names. PLTR ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
45,901 | $17,121,991 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
73,424 | $8,566,378 | |
| 3 | ORCL |
Oracle Corp
|
1,125 | $164,868 | |
| 4 | PANW |
Palo Alto Networks Inc
|
300 | $102,306 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
666 | $87,532 | |
| 6 | NET |
Cloudflare, Inc.
|
150 | $36,792 | |
| 7 | RBRK |
Rubrik, Inc.
|
300 | $24,084 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
40 | $7,631 |
All Filings in PLTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,566,378 | 73,424 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,723,640 | 73,309 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,948,909 | 72,849 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,325,963 | 73,051 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,971,944 | 73,151 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,127,946 | 72,606 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,677,922 | 75,075 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,811,390 | 75,575 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,913,048 | 75,525 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,638,887 | 71,225 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $375,164 | 21,850 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,000 | 1,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $268,275 | 17,500 | Shares | Sole | 2023-08-10 | |
| 2021-09-30 | $145,442 | 6,050 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $19,770 | 750 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||