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Disclosery

ENZI WEALTH: PALC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENZI WEALTH on PALC, newest first. How the timeline and the estimate are built.

ENZI WEALTH held 59,420 PALC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,420 shares
    Change vs previous 13F -2,070 shares

    1.08% of the 13F portfolio, value $3,419,724.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,490 shares
    Change vs previous 13F -7,818 shares

    1.11% of the 13F portfolio, value $3,185,819.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 69,308 shares
    Change vs previous 13F -191,124 shares

    1.33% of the 13F portfolio, value $3,779,388.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 260,432 shares
    Change vs previous 13F +2,665 shares

    4.65% of the 13F portfolio, value $13,219,506.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 257,767 shares
    Change vs previous 13F +875 shares

    4.66% of the 13F portfolio, value $12,713,055.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 256,892 shares
    Change vs previous 13F +6,491 shares

    4.82% of the 13F portfolio, value $11,909,498.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 250,401 shares
    Change vs previous 13F +5,170 shares

    4.86% of the 13F portfolio, value $12,750,437.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 245,231 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $12,492,047.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).