Position in PLTR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$693,074
-$34,990 QoQ
Shares Held
4,738
+15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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, 2026Bogart Wealth, LLC holds $53,546,062 across 42 Software - Infrastructure names. PLTR ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
73,118 | $27,066,090 | |
| 2 | PANW |
Palo Alto Networks Inc
|
101,663 | $16,298,612 | |
| 3 | SNPS |
Synopsys Inc
|
18,486 | $7,329,329 | |
| 4 | ORCL |
Oracle Corp
|
11,790 | $1,734,426 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
4,738 | $693,074 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
900 | $87,842 | |
| 7 | CRWV |
CoreWeave, Inc.
|
941 | $72,899 | |
| 8 | TOST |
Toast, Inc.
|
2,740 | $72,637 |
All Filings in PLTR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $693,074 | 4,738 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $728,064 | 4,096 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $790,425 | 4,333 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $494,432 | 3,627 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $312,280 | 3,700 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $242,318 | 3,204 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $54,646 | 1,469 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $35,462 | 1,400 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $31,868 | 1,385 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,494 | 320 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,200 | 200 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,066 | 200 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,690 | 200 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,542 | 396 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,308 | 776 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,262 | 470 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,766 | 420 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,737 | 370 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $8,894 | 370 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,904 | 224 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,052 | 174 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||