PLTR β€” PALANTIR TECHNOLOGIES INC

Ownership history in ELLERSON GROUP INC /ADV  Β·  9 quarters on record

AI Ownership Summary

ELLERSON GROUP INC /ADV reported PALANTIR TECHNOLOGIES INC (PLTR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.07% in 2025 Q3. The latest visible filing shows PLTR at 9.62% 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 ELLERSON GROUP INC /ADV's position in PALANTIR TECHNOLOGIES INC, 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
2025 Q4

PLTR was reported at 9.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.07% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 ELLERSON GROUP INC /ADV held PLTR β€” position size vs. price
% of Fund (quarterly)    PLTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 79,958 -17,620 -18.1% 9.62% $14.2M 2026-02-14 (Est.) $131.41
2025 Q3 REDUCED 97,578 -18,993 -16.3% 11.07% $17.8M 2025-11-10 $193.61
2025 Q2 UNCHANGED 116,571 β€” 0% 7.82% $9.8M 2025-08-07 $182.20
2025 Q1 REDUCED 116,571 -30,097 -20.5% 7.82% $9.8M 2025-05-12 $118.46
2024 Q4 REDUCED 146,668 -2,742 -1.8% 8.09% $11.1M 2025-02-07 $110.85
2024 Q3 REDUCED 149,410 -21,596 -12.6% 4.36% $5.6M 2024-11-12 $59.85
2024 Q2 ADDED 171,006 +1,976 +1.2% 3.30% $4.3M 2024-08-07 $26.32
2024 Q1 REDUCED 169,030 -940 -0.6% 2.97% $3.9M 2024-05-08 $21.56
2023 Q4 INITIATED 169,970 β€” β€” 2.53% $2.9M 2024-02-06 $21.87

FAQ About ELLERSON GROUP INC /ADV and PLTR

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

How long has ELLERSON GROUP INC /ADV reported owning PLTR?

ELLERSON GROUP INC /ADV reported PLTR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PLTR position in ELLERSON GROUP INC /ADV's portfolio?

The largest reported portfolio weight for PLTR was 11.07% in 2025 Q3.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2025 Q4, when ELLERSON GROUP INC /ADV reported 79,958 shares, equal to 9.62% of portfolio, with an estimated market value of $14.2M.

What does the chart on this PLTR ownership page compare?

The chart compares ELLERSON GROUP INC /ADV'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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