Trellis Wealth Advisors LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1989031
San Luis Obispo, CA
Position in PLTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$495,264
-$125,694 QoQ
Shares Held
4,245
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.47%
of 13F equity value
Holder Rank
#1,824
of 2,834 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Trellis Wealth Advisors LLC holds $1,481,155 across 2 Software - Infrastructure names. PLTR ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,643 | $985,891 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
4,245 | $495,264 |
All Filings in PLTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,264 | 4,245 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $620,958 | 4,245 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $754,548 | 4,245 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $774,372 | 4,245 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $578,678 | 4,245 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $437,614 | 5,185 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $392,141 | 5,185 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||