Octavia Wealth Advisors, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1841259 CINCINNATI, OH

Position in PLTR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,552,506

-$618,844 QoQ

Shares Held

21,878

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#938

of 2,831 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $12,231,487 across 6 Software - Infrastructure names. PLTR ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	21,711	$8,098,637
2	PLTR	Palantir Technologies Inc. This page	21,878	$2,552,506
3	PANW	Palo Alto Networks Inc	2,018	$688,178
4	CRWD	CrowdStrike Holdings, Inc.	7,756	$369,932
5	ORCL	Oracle Corp	2,071	$303,505
6	OKTA	Okta, Inc.	1,603	$218,729

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,552,506	21,878	+0.9%	Shares	Sole	2026-07-14
2026-03-31	$3,171,350	21,680	+0.1%	Shares	Sole	2026-04-10
2025-12-31	$3,848,820	21,653	-5.0%	Shares	Sole	2026-01-23
2025-09-30	$4,158,811	22,798	-0.4%	Shares	Sole	2025-10-28
2025-06-30	$3,119,001	22,880	+1.2%	Shares	Sole	2025-07-16
2025-03-31	$1,908,284	22,610	+0.6%	Shares	Sole	2025-04-14
2024-12-31	$1,699,179	22,467	-1.1%	Shares	Sole	2025-01-17
2024-09-30	$845,258	22,722	+21.3%	Shares	Sole	2024-10-10
2024-06-30	$474,557	18,735	+41.2%	Shares	Sole	2024-08-02
2023-09-30	$212,224	13,264	-15.8%	Shares	Sole	2023-10-30
2023-06-30	$241,386	15,746	+24.3%	Shares	Sole	2023-07-18
2023-03-31	$107,053	12,669	+2.0%	Shares	Sole	2023-04-20
2022-12-31	$79,729	12,419	+1.3%	Shares	Sole	2023-01-19
2022-09-30	$99,665	12,259	+9.5%	Shares	Sole	2022-10-17
2022-03-31	$153,776	11,200	—	Shares	Sole	2022-04-20
No filing history on record for this holder in this stock.