Paragon Private Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1922684
LEXINGTON, KY
Position in PLTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$406,827
-$213,253 QoQ
Shares Held
3,487
-17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,958
of 2,821 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $18,456,270 across 6 Software - Infrastructure names. PLTR ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,511 | $13,246,312 | |
| 2 | PANW |
Palo Alto Networks Inc
|
7,730 | $2,636,083 | |
| 3 | ORCL |
Oracle Corp
|
9,878 | $1,447,620 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,332 | $444,910 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
3,487 | $406,827 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,787 | $274,518 |
All Filings in PLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,827 | 3,487 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $620,080 | 4,239 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $691,091 | 3,888 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $632,632 | 3,468 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $360,839 | 2,647 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $212,096 | 2,513 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||