EverSource Wealth Advisors, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1710537
BIRMINGHAM, AL
Position in PLTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,912,054
-$4,937,990 QoQ
Shares Held
127,814
-5.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#423
of 2,821 holders
Holding Since
Jun 2022
17 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, 2026EverSource Wealth Advisors, LLC holds $70,752,690 across 100 Software - Infrastructure names. PLTR ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
80,326 | $29,963,198 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
127,814 | $14,912,054 | |
| 3 | PANW |
Palo Alto Networks Inc
|
28,178 | $9,609,256 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
62,104 | $2,962,122 | |
| 5 | ORCL |
Oracle Corp
|
17,035 | $2,496,474 | |
| 6 | FTNT |
Fortinet, Inc.
|
8,127 | $1,248,465 | |
| 7 | NET |
Cloudflare, Inc.
|
4,140 | $1,015,454 | |
| 8 | CRWV |
CoreWeave, Inc.
|
8,093 | $805,573 |
All Filings in PLTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,912,054 | 127,814 | Shares | Sole | 2026-07-24 | |
| 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. | ||||||