WealthPlan Investment Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1929986
OMAHA, NE
Position in PLTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,114,090
-$1,324,540 QoQ
Shares Held
52,405
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#653
of 2,820 holders
Holding Since
Sep 2024
8 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, 2026WealthPlan Investment Management, LLC holds $54,517,540 across 7 Software - Infrastructure names. PLTR ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
90,642 | $33,811,278 | |
| 2 | ORCL |
Oracle Corp
|
45,841 | $6,717,998 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
52,405 | $6,114,090 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
20,904 | $3,988,169 | |
| 5 | PANW |
Palo Alto Networks Inc
|
9,315 | $3,176,601 | |
| 6 | SNPS |
Synopsys Inc
|
999 | $445,623 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,650 | $263,781 |
All Filings in PLTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,114,090 | 52,405 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $7,438,630 | 50,852 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,674,512 | 37,550 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,797,307 | 31,780 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,205,242 | 38,184 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $3,267,124 | 38,710 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $2,707,932 | 35,805 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $543,156 | 14,601 | Shares | Other | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||