Independent Wealth Network Inc. PLTR — PALANTIR TECHNOLOGIES INC

Ownership history in Independent Wealth Network Inc.  ·  18 quarters on record

AI Ownership Summary

Independent Wealth Network Inc. reported PALANTIR TECHNOLOGIES INC (PLTR) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.12% in 2025 Q2. The latest visible filing shows PLTR at 0.65% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Wealth Network Inc.'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
2026 Q1

PLTR was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2025 Q2

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 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.

PLTR stock page Independent Wealth Network Inc. fund profile Independent Wealth Network Inc. full holdings
How Independent Wealth Network Inc. held PLTR — position size vs. price
% of Fund (quarterly)    PLTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 15,076 +1,536 +11.3% 0.65% $2.2M 2026-04-21 $145.97
2025 Q4 REDUCED — — — 13,540 -506 -3.6% 0.74% $2.4M 2026-01-26 $167.47
2025 Q3 REDUCED 37.8% +1.0% ❌ 14,046 -8,537 -37.8% 0.82% $2.6M 2025-10-15 $179.62
2025 Q2 ADDED — — — 22,583 +718 +3.3% 1.12% $3.1M 2025-07-16 $150.91
2025 Q1 ADDED — — — 21,865 +419 +2.0% 0.74% $1.8M 2025-05-02 $124.28
2024 Q4 REDUCED 19.3% +11.6% ❌ 21,446 -5,116 -19.3% 0.66% $1.6M 2025-01-17 $71.77
2024 Q3 REDUCED 24.9% +107.5% ❌ 26,562 -8,798 -24.9% 0.44% $988K 2024-10-15 $42.43
2024 Q2 REDUCED 12.2% +46.9% ❌ 35,360 -4,907 -12.2% 0.42% $896K 2024-07-18 $28.64
2023 Q4 ADDED — — — 40,267 +13,322 +49.4% 0.36% $691K 2024-01-12 $16.76
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PLTR

As of 2026 Q1 — sorted by position size

Cypress Point Wealth Management, LLC 3Y 29.23% ALLEN OPERATIONS LLC 3Y 7Y 24.57% ALLEN HOLDING INC /NY 3Y 7Y 21.77% Carroll Investors, Inc 3Y 18.59% 683 Capital Management, LLC 3Y 7Y 17.78% Defender Capital, LLC. 3Y 14.79% FORTRESS PRIVATE LEDGER, LLC 12.77% UNICOM Systems, Inc. 12.58% DOCK STREET ASSET MANAGEMENT INC 3Y 7Y 11.46% KIM, LLC 3Y 10.49%

FAQ About Independent Wealth Network Inc. and PLTR

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

How long has Independent Wealth Network Inc. reported owning PLTR?

Independent Wealth Network Inc. reported PLTR across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PLTR position in Independent Wealth Network Inc.'s portfolio?

The largest reported portfolio weight for PLTR was 1.12% in 2025 Q2.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2026 Q1, when Independent Wealth Network Inc. reported 15,076 shares, equal to 0.65% of portfolio, with an estimated market value of $2.2M.

What does the chart on this PLTR ownership page compare?

The chart compares Independent Wealth Network Inc.'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.

How well did Independent Wealth Network Inc. time their PLTR position?

Based on 13F filing dates vs. subsequent PLTR price moves, Independent Wealth Network Inc. correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on PLTR relative to SPY over the holding period was +44.8%.

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