EverSource Wealth Advisors, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1710537
BIRMINGHAM, AL
Position in PLTR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$19,850,044
-$4,105,674 QoQ
Shares Held
135,699
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $75,284,138 across 97 Software - Infrastructure names. PLTR ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
95,488 | $35,346,784 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
135,699 | $19,850,044 | |
| 3 | PANW |
Palo Alto Networks Inc
|
36,503 | $5,852,155 | |
| 4 | ORCL |
Oracle Corp
|
24,375 | $3,585,796 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
16,472 | $1,607,701 | |
| 6 | IIIV |
i3 Verticals, Inc.
|
47,626 | $1,064,915 | |
| 7 | NET |
Cloudflare, Inc.
|
4,186 | $863,732 | |
| 8 | FTNT |
Fortinet, Inc.
|
10,129 | $827,734 |
All Filings in PLTR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,850,044 | 135,699 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $23,955,718 | 134,772 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $30,535,463 | 167,391 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,574,948 | 180,274 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,076,961 | 178,637 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,966,982 | 224,342 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,195,725 | 247,197 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,125,882 | 281,322 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,483,244 | 194,839 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $99,979 | 5,823 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $37,408 | 2,338 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $36,606 | 2,388 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,431 | 2,063 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,025 | 1,250 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,828 | 717 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $453 | 50 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||