Position in PLTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,507,026
+$179,097 QoQ
Shares Held
12,917
+42.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,152
of 2,821 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Naviter Wealth, LLC holds $25,969,560 across 7 Software - Infrastructure names. PLTR ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,317 | $17,277,167 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,292 | $2,827,737 | |
| 3 | ORCL |
Oracle Corp
|
15,925 | $2,333,808 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
12,917 | $1,507,026 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,740 | $1,476,675 | |
| 6 | VRSN |
Verisign Inc/Ca
|
1,633 | $410,797 | |
| 7 | AI |
C3.ai, Inc.
|
15,000 | $136,350 |
All Filings in PLTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,507,026 | 12,917 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,327,929 | 9,078 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,310,017 | 7,370 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,603,289 | 8,789 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,116,324 | 8,189 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||