SEC 13F Intelligence

Legacy Wealth Management, LLC / Ms / PLTR

Legacy Wealth Management, LLC / Ms’s Palantir Technologies Inc Position

Does Legacy Wealth Management, LLC / Ms own Palantir Technologies Inc (PLTR)? Not currently — the last reported position was 37.0K shares worth $5M in Q1 2026; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$5M
Q1 2026
Shares
37.0K
% of Portfolio
+1.54%
Quarters Held
3
position exited

Position History PLTR

Reported value by quarter
Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.0K$5M+1.54%
Q4 202534.6K$6M+1.64%
Q3 202534.2K$6M+1.88%

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