SEC 13F Intelligence

Heritage Wealth Management, Inc. /Ca/ / PLTR

Heritage Wealth Management, Inc. /Ca/’s Palantir Technologies Inc Position

Does Heritage Wealth Management, Inc. /Ca/ own Palantir Technologies Inc (PLTR)? Yes — 29.1K shares worth $4M (+2.34% of its 13F portfolio) as of Q1 2026, down from 29.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
29.1K
% of Portfolio
+2.34%
Quarters Held
7
currently held

Position History PLTR

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.1K$4M+2.34%
Q4 202529.1K$5M+3.29%
Q3 202529.1K$5M+3.55%
Q2 202529.0K$4M+2.64%
Q1 202529.0K$2M+1.84%
Q4 202429.0K$2M+1.58%
Q3 202428.9K$1M+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Management, Inc. /Ca/’s full portfolio or all institutional holders of PLTR.