WealthPLAN Partners, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1639943 OMAHA, NE

Position in PLTR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$786,005

-$285,642 QoQ

Shares Held

6,737

-8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,507

of 2,821 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $8,130,574 across 5 Software - Infrastructure names. PLTR ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	15,340	$5,722,126
2	ORCL	Oracle Corp	5,365	$786,240
3	PLTR	Palantir Technologies Inc. This page	6,737	$786,005
4	CRWD	CrowdStrike Holdings, Inc.	2,440	$465,515
5	PANW	Palo Alto Networks Inc	1,087	$370,688

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$786,005	6,737	-8.0%	Shares	Sole	2026-07-28
2026-03-31	$1,071,647	7,326	-53.7%	Shares	Sole	2026-04-29
2025-12-31	$2,813,782	15,830	-1.3%	Shares	Sole	2026-02-12
2025-09-30	$2,925,834	16,039	+3.9%	Shares	Sole	2025-10-27
2025-06-30	$2,103,417	15,430	-1.8%	Shares	Sole	2025-07-28
2025-03-31	$1,326,599	15,718	+13.9%	Shares	Sole	2025-05-12
2024-12-31	$1,043,845	13,802	+49.8%	Shares	Sole	2025-01-30
2024-09-30	$342,723	9,213	-26.9%	Shares	Sole	2024-11-05
2024-06-30	$319,411	12,610	+343.7%	Shares	Sole	2024-08-09
2023-06-30	$43,567	2,842	+5.0%	Shares	Sole	2023-07-31
2023-03-31	$22,873	2,707	—	Shares	Other	2023-05-10
No filing history on record for this holder in this stock.