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Disclosery

Palumbo Wealth Management LLC: CDNA position timeline

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

Palumbo Wealth Management LLC held 82,946 CDNA 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 82,946 shares
    Change vs previous 13F +46,536 shares

    0.49% of the 13F portfolio, value $2,363,961.

    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 36,410 shares
    Change vs previous 13F -9,349 shares

    0.15% of the 13F portfolio, value $632,078.

    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 45,759 shares
    Change vs previous 13F +8,775 shares

    0.21% of the 13F portfolio, value $862,100.

    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 36,984 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $537,748.

    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).