PALANTIR TECHNOLOGIES INC-A · CUSIP 69608A108 · CIK 2016209
As of 2026-06-30, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported 18.67K PLTR (shares), valued at $3.21M, or 0.22% of its reported non-derivative portfolio. Filed 2026-08-27.
Verify history & sources →Shares decreased 12.16%; reported value increased 9.78%, and weight changed -1.97 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 | 0.22% | 18,668 | SEC filing ↗Filed Aug 27, 2026 |
| Q1 2026 | 2.19% | 21,253 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 6.91% | 58,112 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 8.91% | 71,139 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 14.86% | 117,175 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 8.41% | 96,903 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 3.68% | 49,515 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| 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 | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 3.68% | 49,515 | $3.74M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 8.41% | 96,903 | $8.18M | Shares increased 95.70%; reported value increased 118.51%, and weight changed +4.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 14.86% | 117,175 | $21.83M | Shares increased 20.92%; reported value increased 166.75%, and weight changed +6.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 8.91% | 71,139 | $13.41M | Shares decreased 39.29%; reported value decreased 38.56%, and weight changed -5.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 6.91% | 58,112 | $9.93M | Shares decreased 18.31%; reported value decreased 25.92%, and weight changed -2.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 2.19% | 21,253 | $2.92M | Shares decreased 63.43%; reported value decreased 70.57%, and weight changed -4.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 0.22% | 18,668 | $3.21M | Shares decreased 12.16%; reported value increased 9.78%, and weight changed -1.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 27, 2026 |
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Sources, coverage & how to read this data
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.