Manager × security

INDEPENDENT FINANCIAL GROUP, LLC PLTR holdings history

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PALANTIR TECHNOLOGIES INC-A · CUSIP 69608A108 · CIK 275484

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, INDEPENDENT FINANCIAL GROUP, LLC reported 188.20K PLTR (shares), valued at $21.96M, or 0.41% of its reported non-derivative portfolio. Filed 2026-07-15.

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Portfolio weight and quantity history
Reported portfolio weight
0.41%
Shares
188.20K
188,200
Reported value
$21.96M
USD

Shares decreased 37.19%; reported value decreased 49.90%, and weight changed -0.57 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 20260.41%188,200SEC filing ↗Filed Jul 15, 2026
Q1 20260.98%299,614SEC filing ↗Filed May 15, 2026Amended
Q4 20251.28%322,442SEC filing ↗Filed May 15, 2026
Q3 20251.53%348,651SEC filing ↗Filed May 15, 2026
Q2 20251.33%352,766SEC filing ↗Filed May 15, 2026
Q1 20250.67%231,362SEC filing ↗Filed May 19, 2026
Q4 20240.64%253,191SEC filing ↗Filed Jun 12, 2026
Q3 20240.14%105,817SEC filing ↗Filed Jun 12, 2026
Q2 20240.08%82,082SEC filing ↗Filed Jun 12, 2026
Q1 20240.05%46,037SEC filing ↗Filed Jun 12, 2026
Q4 20230.03%34,954SEC filing ↗Filed Jun 12, 2026
Q3 20230.06%54,788SEC filing ↗Filed Jun 12, 2026

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.06%54,788$876.61KThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Jun 12, 2026
Q4 20230.03%34,954$600.16KShares decreased 36.20%; reported value decreased 31.54%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jun 12, 2026
Q1 20240.05%46,037$1.06MShares increased 31.71%; reported value increased 76.50%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jun 12, 2026
Q2 20240.08%82,082$2.08MShares increased 78.30%; reported value increased 96.27%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jun 12, 2026
Q3 20240.14%105,817$3.94MShares increased 28.92%; reported value increased 89.33%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jun 12, 2026
Q4 20240.64%253,191$19.15MShares increased 139.27%; reported value increased 386.46%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jun 12, 2026
Q1 20250.67%231,362$19.53MShares decreased 8.62%; reported value increased 1.97%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 19, 2026
Q2 20251.33%352,766$48.09MShares increased 52.47%; reported value increased 146.27%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q3 20251.53%348,651$63.60MShares decreased 1.17%; reported value increased 32.26%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q4 20251.28%322,442$57.31MShares decreased 7.52%; reported value decreased 9.88%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q1 20260.98%299,614$43.83MShares decreased 7.08%; reported value decreased 23.53%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q2 20260.41%188,200$21.96MShares decreased 37.19%; reported value decreased 49.90%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC · 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.