Insight Wealth Strategies, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1749914 SAN RAMON, CA

Position in PLTR

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$582,999

-$3,433,557 QoQ

Shares Held

4,997

-81.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,704

of 2,816 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Insight Wealth Strategies, LLC holds $32,785,298 across 5 Software - Infrastructure names. PLTR ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOCN	DigitalOcean Holdings, Inc.	63,882	$10,031,390
2	FTNT	Fortinet, Inc.	58,043	$8,916,565
3	MSFT	Microsoft Corp	20,025	$7,469,725
4	NTAP	NetApp, Inc.	37,378	$5,784,619
5	PLTR	Palantir Technologies Inc. This page	4,997	$582,999

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$582,999	4,997	-81.8%	Shares	Sole	2026-07-10
2026-03-31	$4,016,556	27,458	+1.4%	Shares	Sole	2026-04-10
2025-12-31	$4,813,825	27,082	-24.0%	Shares	Sole	2026-01-02
2025-09-30	$6,496,705	35,614	-10.8%	Shares	Sole	2025-10-06
2025-06-30	$5,441,621	39,918	-5.5%	Shares	Sole	2025-07-07
2025-03-31	$3,565,393	42,244	-43.2%	Shares	Sole	2025-04-03
2024-12-31	$5,623,317	74,353	-12.5%	Shares	Sole	2025-01-06
2024-09-30	$3,162,037	85,001	-12.2%	Shares	Sole	2024-10-07
2024-06-30	$2,453,109	96,846	+2.1%	Shares	Sole	2024-07-08
2024-03-31	$2,183,119	94,877	-5.6%	Shares	Sole	2024-04-05
2023-12-31	$1,725,430	100,491	+8.2%	Shares	Sole	2024-01-12
2023-09-30	$1,485,984	92,874	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.