Palantir Technologies shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Palantir Technologies (PLTR) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Palantir Technologies
Tip: Access up to 7 years of quarterly data
All positions including Palantir Technologies held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Palantir Technologies by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $884k | 12k | 75.63 |
| 2024-09-30 | $688k | 19k | 37.20 |
| 2024-06-30 | $502k | 20k | 25.33 |
| 2024-03-31 | $424k | 18k | 23.01 |
| 2023-09-30 | $292k | 18k | 16.00 |
| 2023-06-30 | $280k | 18k | 15.33 |
| 2023-03-31 | $154k | 18k | 8.45 |
| 2022-12-31 | $96k | 15k | 6.42 |
| 2022-09-30 | $122k | 15k | 8.10 |
| 2022-06-30 | $137k | 15k | 9.10 |
| 2022-03-31 | $254k | 19k | 13.73 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management