SEC 13F Intelligence

Mark Sheptoff Financial Planning, LLC / PLTR

Mark Sheptoff Financial Planning, LLC’s Palantir Technologies Inc Position

Does Mark Sheptoff Financial Planning, LLC own Palantir Technologies Inc (PLTR)? Yes73.3K shares worth $10M (+5.27% of its 13F portfolio) as of Q1 2026, up from 72.8K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
73.3K
% of Portfolio
+5.27%
Quarters Held
14
currently held

Position History PLTR

Reported value by quarter
Q2 ’21: $20,000Q2 ’21Q3 ’21: $145,000Q2 ’23: $268,275Q2 ’23Q3 ’23: $16,000Q4 ’23: $375,165Q4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $10MQ2 ’25Q3 ’25: $13MQ4 ’25: $13MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202673.3K$10M+5.27%
Q4 202572.8K$13M+6.17%
Q3 202573.1K$13M+6.38%
Q2 202573.2K$10M+5.31%
Q1 202572.6K$6M+3.38%
Q4 202475.1K$6M+3.05%
Q3 202475.6K$3M+1.49%
Q2 202475.5K$2M+1.07%
Q1 202471.2K$2M+0.91%
Q4 202321.9K$375,165+0.23%
Q3 20231.0K$16,000+0.01%
Q2 202317.5K$268,275+0.15%
Q3 20216.0K$145,000+0.08%
Q2 2021750$20,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mark Sheptoff Financial Planning, LLC’s full portfolio or all institutional holders of PLTR.