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Disclosery

Palumbo Wealth Management LLC: AMT position timeline

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

Palumbo Wealth Management LLC held 2,155 AMT 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 2,155 shares
    Change vs previous 13F -38 shares

    0.07% of the 13F portfolio, value $352,454.

    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 2,193 shares
    Change vs previous 13F -329 shares

    0.09% of the 13F portfolio, value $378,539.

    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 2,522 shares
    Change vs previous 13F -1,402 shares

    0.11% of the 13F portfolio, value $442,740.

    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 3,924 shares
    Change vs previous 13F +112 shares

    0.23% of the 13F portfolio, value $725,538.

    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 3,812 shares
    Change vs previous 13F -768 shares

    0.26% of the 13F portfolio, value $842,510.

    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 4,580 shares
    Change vs previous 13F +768 shares

    0.33% of the 13F portfolio, value $996,594.

    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 3,812 shares
    Change vs previous 13F +98 shares

    0.26% of the 13F portfolio, value $699,133.

    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 3,714 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $863,622.

    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).