Private Wealth Management Group, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 2011342
PRINCETON, NJ
Position in PLTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,503,302
-$1,621,235 QoQ
Shares Held
55,741
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
9.90%
of 13F equity value
Holder Rank
#634
of 2,816 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $9,172,733 across 45 Software - Infrastructure names. PLTR ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
This page
|
55,741 | $6,503,302 | |
| 2 | MSFT |
Microsoft Corp
|
5,690 | $2,122,483 | |
| 3 | ORCL |
Oracle Corp
|
1,160 | $169,998 | |
| 4 | FTNT |
Fortinet, Inc.
|
409 | $62,830 | |
| 5 | PANW |
Palo Alto Networks Inc
|
101 | $34,443 | |
| 6 | NET |
Cloudflare, Inc.
|
135 | $33,112 | |
| 7 | TWLO |
Twilio Inc
|
146 | $30,124 | |
| 8 | NTAP |
NetApp, Inc.
|
163 | $25,225 |
All Filings in PLTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,503,302 | 55,741 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,124,537 | 55,541 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,894,631 | 55,666 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,155,321 | 55,670 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,593,705 | 55,705 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,016,482 | 59,437 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,894,072 | 77,933 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,075,026 | 82,662 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,230,331 | 88,051 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,016,458 | 87,634 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,875,324 | 109,221 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||