Mark Sheptoff Financial Planning, LLC
- SEC CIK
- 0001607355
- Latest filing
- Aug 13, 2026
PLTR holding history
Palantir Technologies Inc. in every 13F filed by Mark Sheptoff Financial Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PLTR overviewAll 13F holders of PLTRFull Q2 2026 holdings
- Shares (Q2 2026)
- 73,424
- Value
- $8.57M
- % of portfolio
- 4.5%
- Quarters held
- 15
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 73,424 | $8.57M | 4.5% | +115+0.2% | Added | Holders |
| Q1 2026 | 73,309 | $9.96M | 5.3% | +460+0.6% | Added | Holders |
| Q4 2025 | 72,849 | $12.9M | 6.2% | −202−0.3% | Reduced | Holders |
| Q3 2025 | 73,051 | $13.3M | 6.4% | −100−0.1% | Reduced | Holders |
| Q2 2025 | 73,151 | $9.97M | 5.3% | +545+0.8% | Added | Holders |
| Q1 2025 | 72,606 | $6.13M | 3.4% | −2,469−3.3% | Reduced | Holders |
| Q4 2024 | 75,075 | $5.68M | 3.0% | −500−0.7% | Reduced | Holders |
| Q3 2024 | 75,575 | $2.81M | 1.5% | +50+0.1% | Added | Holders |
| Q2 2024 | 75,525 | $1.91M | 1.1% | +4,300+6.0% | Added | Holders |
| Q1 2024 | 71,225 | $1.64M | 0.9% | +49,375+226.0% | Added | Holders |
| Q4 2023 | 21,850 | $375.2K | 0.2% | +20,850+2,085.0% | Added | Holders |
| Q3 2023 | 1,000 | $16.0K | <0.1% | −16,500−94.3% | Reduced | Holders |
| Q2 2023 | 17,500 | $268.3K | 0.2% | +17,500 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −6,050−100.0% | Sold out | Holders |
| Q3 2021 | 6,050 | $145.0K | 0.1% | +5,300+706.7% | Added | Holders |
| Q2 2021 | 750 | $20.0K | <0.1% | +750 | New | Holders |