Wambolt & Associates, LLC PLTR PALANTIR TECHNOLOGIES INC

Ownership history in Wambolt & Associates, LLC  ·  3 quarters on record

AI Ownership Summary

Wambolt & Associates, LLC reported PALANTIR TECHNOLOGIES INC (PLTR) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q2. Peak portfolio weight reached 0.91% in 2025 Q2. The latest visible filing shows PLTR at 0.91% 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 Wambolt & Associates, LLC'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 Q2

PLTR was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% 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
2024 Q4 to 2025 Q2

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 Wambolt & Associates, LLC 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 6.3% +31.2% 20,730 -1,394 -6.3% 0.91% $2.7M 2025-08-14 (Est.) $181.02
2025 Q1 ADDED 22,124 +2,268 +11.4% 0.64% $1.9M 2025-05-12 $118.46
2024 Q4 INITIATED 19,856 0.48% $1.5M 2025-02-12 $117.39

FAQ About Wambolt & Associates, LLC and PLTR

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

How long has Wambolt & Associates, LLC reported owning PLTR?

Wambolt & Associates, LLC reported PLTR across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q2.

What was the largest reported PLTR position in Wambolt & Associates, LLC's portfolio?

The largest reported portfolio weight for PLTR was 0.91% in 2025 Q2.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2025 Q2, when Wambolt & Associates, LLC reported 20,730 shares, equal to 0.91% of portfolio, with an estimated market value of $2.7M.

What does the chart on this PLTR ownership page compare?

The chart compares Wambolt & Associates, LLC'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.

← Back to Wambolt & Associates, LLC Holdings