Position in PLTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$578,333
-$230,449 QoQ
Shares Held
4,957
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,712
of 2,821 holders
Holding Since
Dec 2020
15 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, 2026WEALTH ALLIANCE, LLC holds $23,414,851 across 7 Software - Infrastructure names. PLTR ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,670 | $16,662,803 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,678 | $2,959,371 | |
| 3 | ORCL |
Oracle Corp
|
11,333 | $1,660,851 | |
| 4 | SNPS |
Synopsys Inc
|
1,330 | $593,273 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
4,957 | $578,333 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,020 | $576,170 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,500 | $384,050 |
All Filings in PLTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,333 | 4,957 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $808,782 | 5,529 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,122,313 | 6,314 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,234,800 | 6,769 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,033,441 | 7,581 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $520,410 | 6,166 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $323,545 | 4,278 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $350,833 | 9,431 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $247,094 | 9,755 | Shares | Sole | 2024-08-09 | |
| 2022-03-31 | $189,885 | 13,830 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $242,739 | 13,330 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $488,733 | 20,330 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $694,717 | 26,355 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $342,945 | 14,725 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $360,315 | 15,300 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||