SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1794153
MINNEAPOLIS, MN
Position in PLTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$645,068
-$166,347 QoQ
Shares Held
5,529
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,631
of 2,837 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Mar 31, 2025CallValue
$1,688,000
CallShares
20,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $15,408,665 across 6 Software - Infrastructure names. PLTR ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
18,159 | $6,192,582 | |
| 2 | MSFT |
Microsoft Corp
|
15,390 | $5,740,777 | |
| 3 | INFQ |
Infleqtion, Inc.
|
127,704 | $1,701,017 | |
| 4 | ORCL |
Oracle Corp
|
5,758 | $843,834 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
5,529 | $645,068 | |
| 6 | LSAK |
Lesaka Technologies Inc
|
57,422 | $285,387 |
All Filings in PLTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,068 | 5,529 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $811,415 | 5,547 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $994,866 | 5,597 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,277,304 | 7,002 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,000,179 | 7,337 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,688,000 | 20,000 | Call | Sole | 2025-05-02 | |
| 2025-03-31 | $648,782 | 7,687 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,512,600 | 20,000 | Put | Sole | 2025-02-07 | |
| 2024-12-31 | $1,425,852 | 18,853 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $662,904 | 17,820 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $3,720 | 100 | Call | Sole | 2024-11-08 | |
| 2024-06-30 | $449,784 | 17,757 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $406,287 | 17,657 | Shares | Sole | 2024-05-03 | |
| 2024-03-31 | $2,301 | 100 | Call | Sole | 2024-05-03 | |
| 2023-12-31 | $271,406 | 15,807 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $250,992 | 15,687 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $232,893 | 15,192 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $99,557 | 11,782 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $68,726 | 10,705 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $101,665 | 12,505 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $117,955 | 13,005 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $178,558 | 13,005 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $186,743 | 10,255 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||