Legacy Trust

Position in PLTR — Palantir Technologies Inc.

CIK 1772483 GRAND RAPIDS, MI

Position in PLTR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$332,626

-$294,183 QoQ

Shares Held

2,851

-33.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,095

of 2,821 holders

Holding Since

Sep 2023

9 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

Legacy Trust holds $43,019,006 across 5 Software - Infrastructure names. PLTR ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	67,441	$22,998,729
2	MSFT	Microsoft Corp	43,996	$16,411,387
3	ORCL	Oracle Corp	17,794	$2,607,710
4	FTNT	Fortinet, Inc.	4,352	$668,554
5	PLTR	Palantir Technologies Inc. This page	2,851	$332,626

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,626	2,851	-33.5%	Shares	Sole	2026-07-31
2026-03-31	$626,809	4,285	+0.2%	Shares	Sole	2026-04-14
2025-12-31	$759,881	4,275	-6.2%	Shares	Sole	2026-01-22
2025-09-30	$831,105	4,556	+49.5%	Shares	Sole	2025-10-24
2025-06-30	$415,367	3,047	+1.1%	Shares	Sole	2025-07-22
2025-03-31	$254,466	3,015	-11.7%	Shares	Sole	2025-04-16
2024-12-31	$258,276	3,415	-66.4%	Shares	Sole	2025-01-23
2023-12-31	$174,533	10,165	+0.6%	Shares	Sole	2024-01-24
2023-09-30	$161,600	10,100	—	Shares	Sole	2023-10-16
No filing history on record for this holder in this stock.