ELEVATION WEALTH PARTNERS, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1976256 WALNUT CREEK, CA

Position in PLTR

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$212,572

-$165,415 QoQ

Shares Held

1,822

-29.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,424

of 2,816 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $4,986,309 across 41 Software - Infrastructure names. PLTR ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,643	$2,477,971
2	PANW	Palo Alto Networks Inc	2,281	$777,866
3	TOST	Toast, Inc.	16,756	$466,151
4	PLTR	Palantir Technologies Inc. This page	1,822	$212,572
5	TWLO	Twilio Inc	986	$203,441
6	OKTA	Okta, Inc.	852	$116,255
7	IOT	Samsara Inc.	1,985	$64,373
8	CRWV	CoreWeave, Inc.	614	$61,117

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,572	1,822	-29.5%	Shares	Sole	2026-07-08
2026-03-31	$377,987	2,584	+21.0%	Shares	Sole	2026-04-14
2025-12-31	$379,496	2,135	+27.0%	Shares	Sole	2026-01-09
2025-09-30	$306,648	1,681	+217.2%	Shares	Sole	2025-10-14
2025-06-30	$72,249	530	-0.9%	Shares	Sole	2025-07-08
2025-03-31	$45,154	535	+4.7%	Shares	Sole	2025-04-09
2024-12-31	$38,646	511	+64.3%	Shares	Sole	2025-01-29
2024-09-30	$11,569	311	+2.0%	Shares	Sole	2024-10-04
2024-06-30	$7,725	305	0.0%	Shares	Sole	2024-07-09
2024-03-31	$7,018	305	0.0%	Shares	Sole	2024-04-19
2023-12-31	$5,236	305	+1.7%	Shares	Sole	2024-01-17
2023-09-30	$4,800	300	0.0%	Shares	Sole	2023-10-10
2023-06-30	$4,599	300	0.0%	Shares	Sole	2023-07-06
2023-03-31	$2,535	300	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.