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Disclosery

Palumbo Wealth Management LLC: ACN position timeline

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

Palumbo Wealth Management LLC held 6,663 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,663 shares
    Change vs previous 13F -7 shares

    0.17% of the 13F portfolio, value $829,108.

    13F-HR 0001951757-26-001230 filed by Palumbo 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 6,670 shares
    Change vs previous 13F -1,485 shares

    0.32% of the 13F portfolio, value $1,322,567.

    13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management LLC
    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 8,155 shares
    Change vs previous 13F -2,741 shares

    0.54% of the 13F portfolio, value $2,187,924.

    13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management LLC
    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 10,896 shares
    Change vs previous 13F +165 shares

    0.85% of the 13F portfolio, value $2,656,428.

    13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
    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 10,731 shares
    Change vs previous 13F +282 shares

    0.99% of the 13F portfolio, value $3,207,507.

    13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
    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 10,449 shares
    Change vs previous 13F +2,374 shares

    1.09% of the 13F portfolio, value $3,260,471.

    13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management LLC
    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 8,075 shares
    Change vs previous 13F +963 shares

    1.06% of the 13F portfolio, value $2,840,615.

    13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management LLC
    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 7,112 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,514,071.

    13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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