Cyndeo Wealth Partners, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1950947
ST. PETERSBURG, FL
Position in PLTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,539,639
-$2,670,937 QoQ
Shares Held
81,766
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#527
of 2,822 holders
Holding Since
Mar 2024
9 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, 2026Cyndeo Wealth Partners, LLC holds $109,536,288 across 7 Software - Infrastructure names. PLTR ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
192,374 | $71,759,349 | |
| 2 | ORCL |
Oracle Corp
|
117,650 | $17,241,607 | |
| 3 | PANW |
Palo Alto Networks Inc
|
29,300 | $9,991,886 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
81,766 | $9,539,639 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,202 | $418,267 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,176 | $334,277 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,268 | $251,263 |
All Filings in PLTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,539,639 | 81,766 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,210,576 | 83,474 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,992,501 | 84,346 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $17,499,915 | 95,932 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $13,589,195 | 99,686 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,344,543 | 98,869 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,798,184 | 169,221 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,339,028 | 170,404 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $326,189 | 14,176 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||