Wealth Dimensions Group, Ltd.
Position in PLTR — Palantir Technologies Inc.
CIK 1846462
CINCINNATI, OH
Position in PLTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$304,392
-$35,270 QoQ
Shares Held
2,609
+12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,159
of 2,821 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealth Dimensions Group, Ltd. holds $13,825,960 across 7 Software - Infrastructure names. PLTR ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,299 | $6,452,872 | |
| 2 | IOT |
Samsara Inc.
|
160,011 | $5,189,156 | |
| 3 | ORCL |
Oracle Corp
|
6,775 | $992,876 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,301 | $443,667 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
2,609 | $304,392 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,840 | $230,849 | |
| 7 | ZS |
Zscaler, Inc.
|
1,503 | $212,148 |
All Filings in PLTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,392 | 2,609 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $339,662 | 2,322 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $294,176 | 1,655 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||