LIBERTY WEALTH MANAGEMENT LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1769302 OAKLAND, CA

Position in PLTR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$980,261

-$248,783 QoQ

Shares Held

8,402

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,399

of 2,816 holders

Holding Since

Sep 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $12,531,300 across 5 Software - Infrastructure names. PLTR ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	19,425	$7,245,913
2	ORCL	Oracle Corp	25,810	$3,782,455
3	PLTR	Palantir Technologies Inc. This page	8,402	$980,261
4	SNPS	Synopsys Inc	622	$277,455
5	S	SentinelOne, Inc.	14,450	$245,216

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$980,261	8,402	0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,229,044	8,402	+24.9%	Shares	Sole	2026-05-12
2025-12-31	$1,195,902	6,728	-1.6%	Shares	Sole	2026-02-04
2025-09-30	$1,247,387	6,838	+4.5%	Shares	Sole	2025-10-31
2025-06-30	$892,350	6,546	+20.2%	Shares	Sole	2025-08-01
2025-03-31	$459,558	5,445	+41.9%	Shares	Sole	2025-05-12
2024-12-31	$290,192	3,837	+2183.9%	Shares	Sole	2025-02-10
2021-09-30	$4,038	168	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.