WJ Financial Advisors LLC PLTR PALANTIR TECHNOLOGIES INC

Ownership history in WJ Financial Advisors LLC  ·  3 quarters on record

AI Ownership Summary

WJ Financial Advisors LLC reported PALANTIR TECHNOLOGIES INC (PLTR) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.7% in 2026 Q1. The latest visible filing shows PLTR at 0.70% 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 WJ Financial Advisors 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
2026 Q1

PLTR was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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.

How WJ Financial Advisors 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)
2026 Q1 ADDED 5,944 +2,125 +55.6% 0.70% $869K 2026-05-04 $146.03
2025 Q4 REDUCED 3,819 -100 -2.6% 0.60% $679K 2026-02-02 $147.76
2025 Q3 INITIATED 3,919 0.69% $715K 2025-11-06 $175.05

FAQ About WJ Financial Advisors 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 WJ Financial Advisors LLC reported owning PLTR?

WJ Financial Advisors LLC reported PLTR across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PLTR position in WJ Financial Advisors LLC's portfolio?

The largest reported portfolio weight for PLTR was 0.70% in 2026 Q1.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2026 Q1, when WJ Financial Advisors LLC reported 5,944 shares, equal to 0.70% of portfolio, with an estimated market value of $869K.

What does the chart on this PLTR ownership page compare?

The chart compares WJ Financial Advisors 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.

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