Prosperity Financial Group, Inc.
Position in PLTR — Palantir Technologies Inc.
CIK 1991334
San Ramon, CA
Position in PLTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,857,714
-$722,489 QoQ
Shares Held
24,494
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#886
of 2,816 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$264,705
PutShares
3,500
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, 2026Prosperity Financial Group, Inc. holds $12,754,153 across 6 Software - Infrastructure names. PLTR ranks #2 (22.4% of the industry book) .
All Filings in PLTR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,857,714 | 24,494 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,580,203 | 24,475 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,352,208 | 24,485 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,762,803 | 26,109 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,370,555 | 32,061 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,793,049 | 33,093 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $0 | 0 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $2,824,024 | 37,340 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $264,705 | 3,500 | Put | Sole | 2025-02-07 | |
| 2024-09-30 | $1,752,231 | 47,103 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $37,200 | 1,000 | Call | Sole | 2024-11-13 | |
| 2024-06-30 | $1,164,040 | 45,955 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,022,909 | 44,455 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $758,914 | 44,200 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||