Palantir Technologies Inc.
CH ˙ SWX ˙ US69608A1088
SecurityCH:PLTR / Palantir Technologies Inc.
InstitutionRockline Wealth Management, LLC
Latest Disclosed Ownership110,057 shares
Latest Disclosed Value $ 16,099,139
Rockline Wealth Management, LLC reports 4.02% decrease in ownership of PLTR / Palantir Technologies Inc.

On April 30, 2026 - Rockline Wealth Management, LLC filed a 13F-HR form disclosing ownership of 110,057 shares of Palantir Technologies Inc. (CH:PLTR) valued at $16,099,139 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 114,672 shares of Palantir Technologies Inc.. This represents a change in shares of -4.02% 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)
2026-04-30 2026-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 110,057 -4,615 -4.02 16,099 -21.02 3.4993
2026-02-10 2025-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 114,672 1,662 1.47 20,383 -1.13 4.1555
2025-11-03 2025-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 113,010 -4,580 -3.89 20,615 28.61 4.2676
2025-08-05 2025-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 117,590 6,357 5.72 16,030 70.74 3.7928
2025-04-22 2025-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 111,233 23,204 26.36 9,388 41.02 2.6123
2025-01-27 2024-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 88,029 17,567 24.93 6,658 153.99 1.7788
2024-10-17 2024-09-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 70,462 10,822 18.15 2,621 73.58 0.7397
2024-08-01 2024-06-30 13F PALANTIR TECHNOLOGIES CL A 69608A108 59,640 3,047 5.38 1,511 15.98 0.4668
2024-05-01 2024-03-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 56,593 8,083 16.66 1,302 56.49 0.4552
2024-01-12 2023-12-31 13F PALANTIR TECHNOLOGIES CL A 69608A108 48,510 48,510 833 0.3460
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.