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ATWOOD & PALMER INC PLTR holdings history

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PALANTIR TECHNOLOGIES INC-A · CUSIP 69608A108 · CIK 1044929

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, ATWOOD & PALMER INC reported 436.26K PLTR (shares), valued at $50.90M, or 2.71% of its reported non-derivative portfolio. Filed 2026-07-08.

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Portfolio weight and quantity history
Reported portfolio weight
2.71%
Shares
436.26K
436,259
Reported value
$50.90M
USD

Shares decreased 0.29%; reported value decreased 20.47%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20262.71%436,259SEC filing ↗Filed Jul 8, 2026
Q1 20263.61%437,524SEC filing ↗Filed Apr 15, 2026
Q4 20254.49%444,613SEC filing ↗Filed Jan 28, 2026
Q3 20254.83%450,380SEC filing ↗Filed Oct 15, 2025
Q2 20255.64%661,885SEC filing ↗Filed Jul 8, 2025
Q1 20254.30%734,324SEC filing ↗Filed Apr 15, 2025
Q4 20246.04%1,165,938SEC filing ↗Filed Jan 16, 2025
Q3 20243.23%1,276,085SEC filing ↗Filed Oct 7, 2024
Q2 20242.46%1,280,827SEC filing ↗Filed Jul 10, 2024
Q1 20242.12%1,213,494SEC filing ↗Filed Apr 10, 2024
Q4 20231.68%1,211,899SEC filing ↗Filed Jan 12, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20231.68%1,211,899$20.81MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Jan 12, 2024
Q1 20242.12%1,213,494$27.92MShares increased 0.13%; reported value increased 34.19%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 10, 2024
Q2 20242.46%1,280,827$32.44MShares increased 5.55%; reported value increased 16.19%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 10, 2024
Q3 20243.23%1,276,085$47.47MShares decreased 0.37%; reported value increased 46.32%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 7, 2024
Q4 20246.04%1,165,938$88.18MShares decreased 8.63%; reported value increased 85.76%, and weight changed +2.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 16, 2025
Q1 20254.30%734,324$61.98MShares decreased 37.02%; reported value decreased 29.72%, and weight changed -1.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 15, 2025
Q2 20255.64%661,885$90.23MShares decreased 9.86%; reported value increased 45.58%, and weight changed +1.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 8, 2025
Q3 20254.83%450,380$82.16MShares decreased 31.95%; reported value decreased 8.94%, and weight changed -0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 15, 2025
Q4 20254.49%444,613$79.03MShares decreased 1.28%; reported value decreased 3.81%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 28, 2026
Q1 20263.61%437,524$64.00MShares decreased 1.59%; reported value decreased 19.02%, and weight changed -0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 15, 2026
Q2 20262.71%436,259$50.90MShares decreased 0.29%; reported value decreased 20.47%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 8, 2026
ATWOOD & PALMER INC · PALANTIR TECHNOLOGIES INC-A

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.