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Disclosery

Palumbo Wealth Management LLC: DGX position timeline

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

Palumbo Wealth Management LLC held 23,727 DGX 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 23,727 shares
    Change vs previous 13F -575 shares

    1.05% of the 13F portfolio, value $5,028,853.

    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 24,302 shares
    Change vs previous 13F -1,556 shares

    1.16% of the 13F portfolio, value $4,762,721.

    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 25,858 shares
    Change vs previous 13F +115 shares

    1.11% of the 13F portfolio, value $4,487,198.

    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 25,743 shares
    Change vs previous 13F +126 shares

    1.56% of the 13F portfolio, value $4,898,736.

    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 25,617 shares
    Change vs previous 13F -239 shares

    1.43% of the 13F portfolio, value $4,601,529.

    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 25,856 shares
    Change vs previous 13F +4,070 shares

    1.46% of the 13F portfolio, value $4,374,849.

    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 21,786 shares
    Change vs previous 13F +2,396 shares

    1.23% of the 13F portfolio, value $3,286,630.

    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 19,390 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,010,319.

    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).