Investment Advisory Group, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1910273
HANOVER, MA
Position in PLTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$499,114
-$38,903 QoQ
Shares Held
4,278
+16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,808
of 2,822 holders
Holding Since
Mar 2025
6 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, 2026Investment Advisory Group, LLC holds $6,925,463 across 6 Software - Infrastructure names. PLTR ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,771 | $4,763,838 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,152 | $791,450 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
4,278 | $499,114 | |
| 4 | ORCL |
Oracle Corp
|
2,359 | $345,711 | |
| 5 | PANW |
Palo Alto Networks Inc
|
811 | $276,567 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,304 | $248,783 |
All Filings in PLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,114 | 4,278 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $538,017 | 3,678 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $608,793 | 3,425 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $637,375 | 3,494 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $461,034 | 3,382 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $268,729 | 3,184 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||