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Disclosery

Palumbo Wealth Management LLC: BW position timeline

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

Palumbo Wealth Management LLC held 133,927 BW 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 133,927 shares
    Change vs previous 13F -231,404 shares

    0.4% of the 13F portfolio, value $1,888,371.

    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 365,331 shares
    Change vs previous 13F +67,650 shares

    1.31% of the 13F portfolio, value $5,366,713.

    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 297,681 shares
    Change vs previous 13F +82,118 shares

    0.47% of the 13F portfolio, value $1,887,298.

    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 215,563 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $625,133.

    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).