Integrated Wealth Concepts LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1737109
WALTHAM, MA
Position in PLTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,161,921
+$3,867,447 QoQ
Shares Held
241,381
+45.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#322
of 2,816 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $330,592,319 across 107 Software - Infrastructure names. PLTR ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
504,593 | $188,223,280 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
241,381 | $28,161,921 | |
| 3 | PANW |
Palo Alto Networks Inc
|
76,690 | $26,152,823 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
130,608 | $24,918,047 | |
| 5 | ORCL |
Oracle Corp
|
109,774 | $16,087,379 | |
| 6 | IOT |
Samsara Inc.
|
223,780 | $7,257,185 | |
| 7 | FTNT |
Fortinet, Inc.
|
42,502 | $6,529,157 | |
| 8 | SNPS |
Synopsys Inc
|
6,924 | $3,088,588 |
All Filings in PLTR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,161,921 | 241,381 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $24,294,474 | 166,082 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $22,643,928 | 127,392 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $29,034,149 | 159,161 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $21,293,184 | 156,200 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $11,948,001 | 141,564 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $10,647,569 | 140,785 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,079,808 | 136,554 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,091,121 | 122,034 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,949,246 | 84,713 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,134,559 | 66,078 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $797,136 | 49,821 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $748,303 | 48,813 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $367,448 | 43,485 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $258,019 | 40,190 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $368,858 | 45,370 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $402,181 | 44,342 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $710,815 | 51,771 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,028,937 | 56,504 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,322,103 | 54,996 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,119,614 | 42,474 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $580,619 | 24,930 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||