Palantir Technologies Inc.
CH ˙ SWX ˙ US69608A1088
SecurityCH:PLTR / Palantir Technologies Inc.
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership4,738 shares
Latest Disclosed Value $ 693,082
Bogart Wealth, LLC reports 15.67% increase in ownership of PLTR / Palantir Technologies Inc.

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 4,738 shares of Palantir Technologies Inc. (CH:PLTR) valued at $693,082 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,096 shares of Palantir Technologies Inc.. This represents a change in shares of 15.67% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 4,738 642 15.67 693 -4.81 0.0267
2026-01-30 2025-12-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 4,096 -237 -5.47 728 -7.85 0.0292
2025-10-27 2025-09-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 4,333 706 19.47 790 59.92 0.0321
2025-07-30 2025-06-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 3,627 -73 -1.97 494 58.33 0.0211
2025-05-02 2025-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 3,700 496 15.48 312 28.93 0.0147
2025-01-30 2024-12-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 3,204 1,735 118.11 242 348.15 0.0115
2024-10-23 2024-09-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 1,469 69 4.93 55 54.29 0.0026
2024-07-31 2024-06-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 1,400 15 1.08 35 12.90 0.0018
2024-04-25 2024-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 1,385 1,065 332.81 32 520.00 0.0016
2024-02-07 2023-12-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 320 120 60.00 5 66.67 0.0003
2023-10-30 2023-09-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 200 0 0.00 3 0.00 0.0002
2023-07-31 2023-06-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 200 0 0.00 3 200.00 0.0002
2023-04-21 2023-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 200 -196 -49.49 2 -50.00 0.0001
2023-02-06 2022-12-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 396 -380 -48.97 3 -66.67 0.0002
2022-11-03 2022-09-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 776 306 65.11 6 50.00 0.0005
2022-07-22 2022-06-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 470 50 11.90 4 -33.33 0.0004
2022-04-22 2022-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 420 50 13.51 6 -14.29 0.0005
2022-01-19 2021-12-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 370 0 0.00 7 -22.22 0.0006
2021-10-15 2021-09-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 370 146 65.18 9 50.00 0.0009
2021-08-06 2021-06-30 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 224 50 28.74 6 50.00 0.0007
2021-04-16 2021-03-31 13F PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 174 174 4 0.0006
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.