PALANTIR TECHNOLOGIES INC-A · CUSIP 69608A108 · CIK 2012170
As of 2026-06-30, Heritage Wealth Management, Inc. /CA/ reported 29.09K PLTR (shares), valued at $3.39M, or 1.69% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 0.08%; reported value decreased 20.18%, and weight changed -0.68 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 | 1.69% | 29,086 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 2.37% | 29,063 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 3.35% | 29,101 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 3.62% | 29,078 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 3.00% | 29,046 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 2.09% | 29,024 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 1.87% | 29,024 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 0.97% | 28,913 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 0.97% | 28,913 | $1.08M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 1.87% | 29,024 | $2.20M | Shares increased 0.38%; reported value increased 104.09%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 2.09% | 29,024 | $2.45M | Shares unchanged; reported value increased 11.60%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 3.00% | 29,046 | $3.96M | Shares increased 0.08%; reported value increased 61.64%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 3.62% | 29,078 | $5.30M | Shares increased 0.11%; reported value increased 33.96%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 3.35% | 29,101 | $5.17M | Shares increased 0.08%; reported value decreased 2.48%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 2.37% | 29,063 | $4.25M | Shares decreased 0.13%; reported value decreased 17.81%, and weight changed -0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 1.69% | 29,086 | $3.39M | Shares increased 0.08%; reported value decreased 20.18%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 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.