PALANTIR TECHNOLOGIES INC-A · CUSIP 69608A108 · CIK 1464811
As of 2026-06-30, B. Riley Wealth Advisors, Inc. reported 159.46K PLTR (shares), valued at $18.45M, or 1.01% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 1.50%; reported value decreased 17.15%, and weight changed -0.43 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.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.01% | 159,459 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 1.44% | 161,887 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 1.46% | 173,278 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 1.48% | 169,386 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 1.18% | 178,778 | SEC filing ↗Filed Aug 19, 2025 |
| Q1 2025 | 0.52% | 204,058 | SEC filing ↗Filed Aug 28, 2026 |
| Q4 2024 | 0.54% | 215,928 | SEC filing ↗Filed Feb 25, 2025 |
| Q3 2024 | 0.23% | 214,157 | SEC filing ↗Filed Dec 13, 2024 |
| Q2 2024 | 0.11% | 169,389 | SEC filing ↗Filed Aug 19, 2024 |
| Q1 2024 | 0.13% | 301,615 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 0.17% | 375,377 | SEC filing ↗Filed Mar 15, 2024 |
| Q3 2023 | 0.13% | 301,615 | SEC filing ↗Filed Dec 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.13% | 301,615 | $4.83M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Dec 1, 2023 |
| Q4 2023 | 0.17% | 375,377 | $6.45M | Shares increased 24.46%; reported value increased 33.56%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 15, 2024 |
| Q1 2024 | 0.13% | 301,615 | $4.83M | Shares decreased 19.65%; reported value decreased 25.13%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 0.11% | 169,389 | $4.29M | Shares decreased 43.84%; reported value decreased 11.09%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2024 |
| Q3 2024 | 0.23% | 214,157 | $8.12M | Shares increased 26.43%; reported value increased 89.16%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 13, 2024 |
| Q4 2024 | 0.54% | 215,928 | $16.33M | Shares increased 0.83%; reported value increased 101.21%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 25, 2025 |
| Q1 2025 | 0.52% | 204,058 | $17.22M | Shares decreased 5.50%; reported value increased 5.46%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 28, 2026 |
| Q2 2025 | 1.18% | 178,778 | $24.37M | Shares decreased 12.39%; reported value increased 41.48%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2025 |
| Q3 2025 | 1.48% | 169,386 | $30.90M | Shares decreased 5.25%; reported value increased 26.81%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 1.46% | 173,278 | $30.80M | Shares increased 2.30%; reported value decreased 0.32%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 1.44% | 161,887 | $22.27M | Shares decreased 6.57%; reported value decreased 27.70%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 1.01% | 159,459 | $18.45M | Shares decreased 1.50%; reported value decreased 17.15%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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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.