Ownership history in Maia Wealth LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which Maia Wealth LLC reported a position in PALANTIR TECHNOLOGIES INC (PLTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Maia Wealth LLC outperformed the S&P 500 by +123.1% annually on this PLTR position. Timing score: 33% (1/3 decisions correct). Average cost basis: $75.63. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 123.1% per year on this position.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $75.63 (2024 Q4) Β· Worst: $75.63 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 3 trims. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size