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Palacios Wealth Management, LLC: CAIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palacios Wealth Management, LLC on CAIE, newest first. How the timeline and the estimate are built.

Palacios Wealth Management, LLC held 64,027 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,027 shares
    Change vs previous 13F +26,685 shares

    1.03% of the 13F portfolio, value $1,742,175.

    13F-HR 0001705819-26-000043 filed by Palacios Wealth Management, LLC
    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 37,342 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,016,449.

    13F-HR 0001705819-26-000037 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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