PLTR β€” PALANTIR TECHNOLOGIES INCLASS A

Ownership history in Comprehensive Financial Planning, Inc./PA  Β·  5 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported PALANTIR TECHNOLOGIES INCLASS A (PLTR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.59% in 2025 Q4. The latest visible filing shows PLTR at 1.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Planning, Inc./PA's position in PALANTIR TECHNOLOGIES INCLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PLTR was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Comprehensive Financial Planning, Inc./PA held PLTR β€” position size vs. price
% of Fund (quarterly)    PLTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 15,339 +1,799 +13.3% 1.55% $2.2M 2026-04-07 $150.07
2025 Q4 ADDED 13,540 +1,777 +15.1% 1.59% $2.4M 2026-02-11 $135.68
2025 Q3 ADDED 11,763 +3,255 +38.3% 1.47% $2.1M 2025-11-12 $184.17
2025 Q2 ADDED 8,508 +7,881 +1256.9% 0.91% $1.2M 2025-08-08 $186.96
2025 Q1 INITIATED 627 β€” β€” 0.05% $53K 2025-05-09 $117.30

FAQ About Comprehensive Financial Planning, Inc./PA and PLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Planning, Inc./PA reported owning PLTR?

Comprehensive Financial Planning, Inc./PA reported PLTR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PLTR position in Comprehensive Financial Planning, Inc./PA's portfolio?

The largest reported portfolio weight for PLTR was 1.59% in 2025 Q4.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 15,339 shares, equal to 1.55% of portfolio, with an estimated market value of $2.2M.

What does the chart on this PLTR ownership page compare?

The chart compares Comprehensive Financial Planning, Inc./PA's quarterly PLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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