Palacios Wealth Management, LLC: QYLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palacios Wealth Management, LLC on QYLD, newest first. How the timeline and the estimate are built.
Palacios Wealth Management, LLC held 22,045 QYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 22,045 sharesChange vs previous 13F -900 shares
0.24% of the 13F portfolio, value $406,289.
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 22,945 sharesChange vs previous 13F +2,290 shares
0.26% of the 13F portfolio, value $412,551.
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 20,655 sharesChange vs previous 13F -24,268 shares
0.28% of the 13F portfolio, value $364,974.
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 44,923 sharesChange vs previous 13F +6,586 shares
0.5% of the 13F portfolio, value $764,140.
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 38,337 sharesChange vs previous 13F -3,686 shares
0.53% of the 13F portfolio, value $640,995.
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 42,023 sharesChange vs previous 13F -478 shares
0.52% of the 13F portfolio, value $698,842.
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 42,501 sharesChange vs previous 13F not available
0.85% of the 13F portfolio, value $784,845.
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).