MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1607355 GLASTONBURY, CT

Position in PLTR

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$10,723,640

-$2,225,269 QoQ

Shares Held

73,309

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

6.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $28,103,170 across 11 Software - Infrastructure names. PLTR ranks #2 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	45,888	$16,986,360
2	PLTR	Palantir Technologies Inc. This page	73,309	$10,723,640
3	ORCL	Oracle Corp	1,225	$180,209
4	CHKP	Check Point Software Technologies Ltd	766	$109,423
5	PANW	Palo Alto Networks Inc	300	$48,096
6	NET	Cloudflare, Inc.	150	$30,951
7	RBRK	Rubrik, Inc.	300	$14,691
8	SWMR	Swarmer, Inc	100	$4,720

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,723,640	73,309	+0.6%	Shares	Sole	2026-05-11
2025-12-31	$12,948,909	72,849	-0.3%	Shares	Sole	2026-02-12
2025-09-30	$13,325,963	73,051	-0.1%	Shares	Sole	2025-11-13
2025-06-30	$9,971,944	73,151	+0.8%	Shares	Sole	2025-08-06
2025-03-31	$6,127,946	72,606	-3.3%	Shares	Sole	2025-05-13
2024-12-31	$5,677,922	75,075	-0.7%	Shares	Sole	2025-02-12
2024-09-30	$2,811,390	75,575	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$1,913,048	75,525	+6.0%	Shares	Sole	2024-08-12
2024-03-31	$1,638,887	71,225	+226.0%	Shares	Sole	2024-05-10
2023-12-31	$375,164	21,850	+2085.0%	Shares	Sole	2024-02-09
2023-09-30	$16,000	1,000	-94.3%	Shares	Sole	2023-11-13
2023-06-30	$268,275	17,500	+189.3%	Shares	Sole	2023-08-10
2021-09-30	$145,442	6,050	+706.7%	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.