Position in PLTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$323,292
-$444,530 QoQ
Shares Held
2,771
-47.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#736
of 1,062 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MBL Wealth, LLC holds $16,332,157 across 10 Software - Infrastructure names. PLTR ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
26,738 | $9,973,807 | |
| 2 | BAND |
Bandwidth Inc.
|
29,113 | $1,842,852 | |
| 3 | ORCL |
Oracle Corp
|
9,233 | $1,353,095 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,846 | $1,311,562 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,576 | $455,495 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
2,771 | $323,292 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,860 | $285,733 | |
| 8 | SNPS |
Synopsys Inc
|
622 | $277,455 |
All Filings in PLTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,292 | 2,771 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $767,822 | 5,249 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $853,910 | 4,804 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $584,108 | 3,202 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $233,516 | 1,713 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||