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Rooted Wealth Advisors, Inc.

SEC CIK
0001963732
Latest filing
Jul 28, 2026

PLTR holding history

Palantir Technologies Inc. in every 13F filed by Rooted Wealth Advisors, Inc., 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)
5,841
Value
$681.5K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of PLTR by Rooted Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,841$681.5K0.2%+3,491+148.6%AddedHolders
Q1 20262,350$342.8K0.1%+39+1.7%AddedHolders
Q4 20252,311$322.5K0.1%−5−0.2%ReducedHolders
Q3 20252,316$400.8K0.1%+2,316NewHolders