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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

PLTR holding history

Palantir Technologies Inc. in every 13F filed by AE 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 overviewAll 13F holders of PLTRFull Q2 2026 holdings

Shares (Q2 2026)
609,653
Value
$71.1M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of PLTR by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026609,653$71.1M0.3%+87,654+16.8%AddedHolders
Q1 2026521,999$76.4M0.4%+11,300+2.2%AddedHolders
Q4 2025510,699$90.8M0.5%+14,787+3.0%AddedHolders
Q3 2025495,912$90.5M0.6%+30,058+6.5%AddedHolders
Q2 2025465,854$63.5M0.5%+159,985+52.3%AddedHolders
Q1 2025305,869$25.8M0.2%−13,455−4.2%ReducedHolders
Q4 2024319,324$24.2M0.2%−8,506−2.6%ReducedHolders
Q3 2024327,830$12.2M0.1%+43,869+15.4%AddedHolders
Q2 2024283,961$7.19M0.1%+106,197+59.7%AddedHolders
Q1 2024177,764$4.09M<0.1%−358,119−66.8%ReducedHolders
Q4 2023535,883$8.76M<0.1%+343,141+178.0%AddedHolders
Q3 2023192,742$3.08M<0.1%+85,042+79.0%AddedHolders
Q2 2023107,700$1.65M<0.1%−139,553−56.4%ReducedHolders
Q1 2023247,253$2.09M<0.1%+15,536+6.7%AddedHolders
Q4 2022231,717$1.49M<0.1%−24,672−9.6%ReducedHolders
Q3 2022256,389$2.08M<0.1%+6,616+2.6%AddedHolders
Q2 2022249,773$2.27M<0.1%−8,368−3.2%ReducedHolders
Q1 2022258,141$3.54M<0.1%−16,206−5.9%ReducedHolders
Q4 2021274,347$5.00M<0.1%+3,520+1.3%AddedHolders
Q3 2021270,827$6.51M0.1%+14,428+5.6%AddedHolders
Q2 2021256,399$6.76M0.1%+30,775+13.6%AddedHolders
Q1 2021225,624$5.25M0.1%––Holders

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