Circle Wealth Management, LLC

SEC CIK: 0001578242
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

PLTR holding history

Palantir Technologies Inc. in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PLTR overview All 13F holders of PLTR Full Q2 2026 holdings

Shares (Q2 2026): 54,200
Value: $6.32M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PLTR by Circle Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	54,200	$6.32M	0.1%	+1,612+3.1%	Added	Holders
Q1 2026	52,588	$7.69M	0.1%	−2,300−4.2%	Reduced	Holders
Q4 2025	54,888	$9.76M	0.2%	−278−0.5%	Reduced	Holders
Q3 2025	55,166	$10.1M	0.2%	+7,486+15.7%	Added	Holders
Q2 2025	47,680	$6.50M	0.1%	−1,252−2.6%	Reduced	Holders
Q1 2025	48,932	$4.13M	0.1%	−31,829−39.4%	Reduced	Holders
Q4 2024	80,761	$6.11M	0.1%	−16,265−16.8%	Reduced	Holders
Q3 2024	97,026	$3.61M	0.1%	−19,855−17.0%	Reduced	Holders
Q2 2024	116,881	$2.96M	0.1%	+80+0.1%	Added	Holders
Q1 2024	116,801	$2.69M	0.1%	+2,173+1.9%	Added	Holders
Q4 2023	114,628	$1.97M	<0.1%	+12,145+11.9%	Added	Holders
Q3 2023	102,483	$1.64M	<0.1%	−12,900−11.2%	Reduced	Holders
Q2 2023	115,383	$1.77M	0.2%	00.0%	Unchanged	Holders
Q1 2023	115,383	$975.0K	0.1%	−70,772−38.0%	Reduced	Holders
Q4 2022	186,155	$1.20M	0.2%	+3,400+1.9%	Added	Holders
Q3 2022	182,755	$1.49M	0.2%	+5,400+3.0%	Added	Holders
Q2 2022	177,355	$1.61M	0.3%	+79,355+81.0%	Added	Holders
Q1 2022	98,000	$1.35M	0.2%	+19,380+24.7%	Added	Holders
Q4 2021	78,620	$1.43M	0.2%	+17,500+28.6%	Added	Holders
Q3 2021	61,120	$1.47M	0.2%	00.0%	Unchanged	Holders
Q2 2021	61,120	$1.61M	0.2%	+14,400+30.8%	Added	Holders
Q1 2021	46,720	$1.09M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.