Palantir Technologies Inc.
CH ˙ SWX ˙ US69608A1088
SecurityCH:PLTR / Palantir Technologies Inc.
InstitutionArete Wealth Advisors, LLC
Latest Disclosed Ownership24,327 shares
Latest Disclosed Value $ 3,558,389
Arete Wealth Advisors, LLC reports 24.22% decrease in ownership of PLTR / Palantir Technologies Inc.

On May 20, 2026 - Arete Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 24,327 shares of Palantir Technologies Inc. (CH:PLTR) valued at $3,558,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 32,103 shares of Palantir Technologies Inc.. This represents a change in shares of -24.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-20 2026-03-31 13F/A-1 PALANTIR TECHNOLOGIES EQUITY 69608A108 24,327 -7,776 -24.22 3,558 71,060.00 0.2666
2026-05-16 2026-03-31 13F PALANTIR TECHNOLOGIES EQUITY 69608A108 19,984 -12,119 2,923 0.2180
2026-02-13 2025-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 32,103 -7,238 -18.40 6 -28.57 0.3474
2025-11-12 2025-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 39,341 7,494 23.53 7 75.00 0.4496
2025-08-14 2025-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 31,847 -18,605 -36.88 4 0.00 0.3081
2025-05-16 2025-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 50,452 -426 -0.84 4 33.33 0.3252
2025-02-12 2024-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 50,878 1,814 3.70 4 200.00 0.2783
2024-11-18 2024-09-30 13F/A-1 PALANTIR TECHNOLOGIES CL A 69608A108 49,064 -107,055 -68.57 2 -66.67 0.1563
2024-11-18 2024-09-30 13F/A-1 PALANTIR TECHNOLOGIES CL A 69608A108 49,064 2
2024-11-14 2024-09-30 13F INNOVATOR ETFS TRUST CL A 69608A108 49,064 -107,055 2 0.1563
2024-08-14 2024-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 156,119 -14,467 -8.48 4 -99.92 0.3244
2024-05-16 2024-03-31 13F OWL ROCK CAPITAL COM 69608A108 170,586 38,939 29.58 3,925 73.67 0.3628
2024-02-14 2023-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 131,647 4,149 3.25 2,260 10.84 0.1724
2023-10-30 2023-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 127,498 -27,390 -17.68 2,040 101,850.00 0.3531
2023-08-09 2023-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 154,888 12,512 8.79 2 100.00 0.2097
2023-05-22 2023-03-31 13F/A-1 PALANTIR TECHNOLOGIES CL A 69608A108 142,376 1,059 0.75 1 -99.89 0.0979
2023-05-01 2023-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 142,376 1,059 1,203,077 0.0979
2023-02-06 2022-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 141,317 1,023 0.73 907 -20.51 0.0794
2022-11-07 2022-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 140,294 108,399 339.86 1,141 290.75 0.1116
2022-08-15 2022-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 31,895 -79,826 -71.45 292 -80.96 0.0295
2022-05-06 2022-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 111,721 8,938 8.70 1,534 -18.06 0.1285
2022-02-07 2021-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 102,783 52,449 104.20 1,872 54.71 0.1596
2021-11-15 2021-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 50,334 -2,417 -4.58 1,210 1,030.84 0.1334
2021-08-09 2021-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 52,751 -5,518 -9.47 107 -92.11 0.0150
2021-05-10 2021-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 58,269 -39 -0.07 1,356 -0.51 0.1734
2021-02-08 2020-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 58,308 58,308 1,363 0.1930
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.