PLTR — PALANTIR TECHNOLOGIES INC CL A

Ownership history in EverSource Wealth Advisors, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in PALANTIR TECHNOLOGIES INC CL A (PLTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.21% (2025 Q3)
Avg. % of fund
0.44%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 134,772 -32,619 -19.5% 0.88% $24.0M $177.75
2025 Q3 REDUCED 167,391 -12,883 -7.1% 1.21% $30.5M $182.42
2025 Q2 ADDED 180,274 +1,637 +0.9% 1.11% $24.6M $136.32
2025 Q1 REDUCED 178,637 -45,705 -20.4% 0.83% $15.1M $84.40
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PLTR price (monthly, adj. close)

Other funds also holding PLTR

As of 2025 Q4 — sorted by position size

Shengqi Capital (Hong Kong) Ltd 100.0% Cypress Point Wealth Management, LLC 3Y 35.92% F&V Capital Management, LLC 3Y 7Y 30.69% KEYWISE CAPITAL MANAGEMENT (HK) Ltd 3Y 27.78% ALLEN HOLDING INC /NY 3Y 7Y 27.11% ALLEN OPERATIONS LLC 3Y 7Y 25.02% Carroll Investors, Inc 3Y 19.01% 683 Capital Management, LLC 3Y 7Y 18.01% Deuterium Capital Management, LLC 3Y 15.12% Defender Capital, LLC. 3Y 13.98%
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