Beverly Hills Private Wealth, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1965710
BEVERLY HILLS, CA
Position in PLTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$587,666
-$201,807 QoQ
Shares Held
5,037
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,696
of 2,816 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$88,875
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $15,942,314 across 3 Software - Infrastructure names. PLTR ranks #2 (3.7% of the industry book) .
All Filings in PLTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,666 | 5,037 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $789,473 | 5,397 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $88,875 | 500 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $1,720,442 | 9,679 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,765,642 | 9,679 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,318,486 | 9,672 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $814,965 | 9,656 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,104,198 | 14,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $543,120 | 14,600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $369,818 | 14,600 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $335,946 | 14,600 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $251,437 | 14,644 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $233,600 | 14,600 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $223,818 | 14,600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $123,370 | 14,600 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||