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Palumbo Wealth Management LLC: ASMB position timeline

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

Palumbo Wealth Management LLC held 19,865 ASMB 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 19,865 shares
    Change vs previous 13F +222 shares

    0.11% of the 13F portfolio, value $545,891.

    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 19,643 shares
    Change vs previous 13F -17,662 shares

    0.13% of the 13F portfolio, value $545,094.

    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 37,305 shares
    Change vs previous 13F +2,507 shares

    0.31% of the 13F portfolio, value $1,268,744.

    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 34,798 shares
    Change vs previous 13F +16,131 shares

    0.28% of the 13F portfolio, value $890,829.

    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 18,667 shares
    Change vs previous 13F +681 shares

    0.1% of the 13F portfolio, value $338,247.

    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 17,986 shares
    Change vs previous 13F +6,559 shares

    0.06% of the 13F portfolio, value $171,947.

    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 11,427 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $180,319.

    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).