Palacios Wealth Management, LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palacios Wealth Management, LLC on BA, newest first. How the timeline and the estimate are built.
Palacios Wealth Management, LLC held 1,363 BA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,363 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $295,049.
13F-HR 0001705819-26-000043 filed by Palacios Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,363 sharesChange vs previous 13F -449 shares
0.2% of the 13F portfolio, value $312,168.
13F-HR 0001705819-26-000037 filed by Palacios Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,812 sharesChange vs previous 13F +35 shares
0.3% of the 13F portfolio, value $393,421.
13F-HR 0001705819-26-000015 filed by Palacios Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,777 sharesChange vs previous 13F -80 shares
0.25% of the 13F portfolio, value $383,530.
13F-HR 0001705819-25-000079 filed by Palacios Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,857 sharesChange vs previous 13F +502 shares
0.32% of the 13F portfolio, value $389,097.
13F-HR 0001705819-25-000044 filed by Palacios Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,355 sharesChange vs previous 13F -53 shares
0.17% of the 13F portfolio, value $231,095.
13F-HR 0001705819-25-000036 filed by Palacios Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,408 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $236,699.
13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).