Ascentis Independent Advisors

Position in PLTR — Palantir Technologies Inc.

CIK 1845003 DALLAS, TX

Position in PLTR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,450

-$6,867,145 QoQ

Shares Held

-100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,788

of 2,816 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ascentis Independent Advisors holds $503,790 across 6 Software - Infrastructure names. PLTR ranks #6 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	797	$297,293
2	CRWD	CrowdStrike Holdings, Inc.	856	$163,311
3	ORCL	Oracle Corp	139	$20,370
4	FTNT	Fortinet, Inc.	93	$14,286
5	FOUR	Shift4 Payments, Inc.	125	$6,080
6	PLTR	Palantir Technologies Inc. This page	21	$2,450

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,450	21	-100.0%	Shares	Sole	2026-08-04
2026-03-31	$6,869,595	46,962	+96.5%	Shares	Sole	2026-04-28
2025-12-31	$4,247,158	23,894	+10.6%	Shares	Sole	2026-01-29
2025-09-30	$3,940,272	21,600	+17.6%	Shares	Sole	2025-10-21
2025-06-30	$2,502,971	18,361	+10.1%	Shares	Sole	2025-07-14
2025-03-31	$1,408,129	16,684	-19.6%	Shares	Sole	2025-04-23
2024-12-31	$1,569,473	20,752	+39.6%	Shares	Sole	2025-01-24
2024-09-30	$552,866	14,862	+0.1%	Shares	Sole	2024-10-25
2024-06-30	$375,973	14,843	+2.8%	Shares	Sole	2024-07-29
2023-12-31	$247,848	14,435	+4.6%	Shares	Sole	2024-02-02
2023-09-30	$220,720	13,795	-6.6%	Shares	Sole	2023-10-20
2023-06-30	$226,516	14,776	+4.6%	Shares	Sole	2023-07-19
2023-03-31	$119,390	14,129	-53.9%	Shares	Sole	2023-06-01
2022-03-31	$420,824	30,650	+27.9%	Shares	Sole	2022-05-18
2021-06-30	$631,532	23,958	+46.0%	Shares	Sole	2021-08-12
2021-03-31	$382,188	16,410	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.