Beaird Harris Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1908938
DALLAS, TX
Position in PLTR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$453,962
-$71,914 QoQ
Shares Held
3,891
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#628
of 1,062 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $2,891,693 across 12 Software - Infrastructure names. PLTR ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,183 | $2,306,382 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
3,891 | $453,962 | |
| 3 | PANW |
Palo Alto Networks Inc
|
372 | $126,859 | |
| 4 | PATH |
UiPath, Inc.
|
150 | $1,630 | |
| 5 | NET |
Cloudflare, Inc.
|
3 | $735 | |
| 6 | GDDY |
GoDaddy Inc.
|
8 | $679 | |
| 7 | SNPS |
Synopsys Inc
|
1 | $446 | |
| 8 | OKTA |
Okta, Inc.
|
3 | $409 |
All Filings in PLTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,962 | 3,891 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $525,876 | 3,595 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,015,662 | 5,714 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $893,858 | 4,900 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $608,805 | 4,466 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $345,027 | 4,088 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,248,101 | 29,725 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,156,362 | 31,085 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $42,883 | 1,693 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,873 | 516 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,859 | 516 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $8,256 | 516 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,910 | 516 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,670 | 316 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,458 | 383 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,894 | 971 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $5,940 | 655 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,329 | 2,209 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $28,298 | 1,554 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||