Tradition Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1843010
EDINA, MN
Position in PLTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,980,504
-$1,500,694 QoQ
Shares Held
51,260
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#661
of 2,831 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026CallValue
$11,667
CallShares
100
PutValue
$105,003
PutShares
900
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, 2026Tradition Wealth Management, LLC holds $27,394,973 across 9 Software - Infrastructure names. PLTR ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,251 | $15,760,468 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
51,260 | $5,980,504 | |
| 3 | PANW |
Palo Alto Networks Inc
|
6,530 | $2,226,860 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,396 | $1,220,260 | |
| 5 | ORCL |
Oracle Corp
|
6,327 | $927,221 | |
| 6 | CRWV |
CoreWeave, Inc.
|
7,557 | $752,223 | |
| 7 | PATH |
UiPath, Inc.
|
29,563 | $321,349 | |
| 8 | BTQ |
BTQ Technologies Corp.
|
32,625 | $175,848 |
All Filings in PLTR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,667 | 100 | Call | Sole | 2026-08-11 | |
| 2026-06-30 | $5,980,504 | 51,260 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $105,003 | 900 | Put | Sole | 2026-08-11 | |
| 2026-03-31 | $7,481,198 | 51,143 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $14,628 | 100 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $131,652 | 900 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $9,108,798 | 51,245 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,245,228 | 50,681 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,986,536 | 51,251 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,260,934 | 50,485 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,048,776 | 53,534 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,593,350 | 42,832 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $743,942 | 29,370 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $651,183 | 28,300 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $332,874 | 19,387 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $278,080 | 17,380 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $262,219 | 17,105 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $141,791 | 16,780 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,233 | 4,865 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $40,771 | 5,015 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,368 | 5,002 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $54,480 | 3,968 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $85,186 | 4,678 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $122,075 | 5,078 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $144,373 | 5,477 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $135,128 | 5,802 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $76,066 | 3,230 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||