Skip to content
Disclosery

Palumbo Wealth Management LLC: GLD position timeline

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

Palumbo Wealth Management LLC held 42,380 GLD 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 42,380 shares
    Change vs previous 13F -684 shares

    3.27% of the 13F portfolio, value $15,611,945.

    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 43,064 shares
    Change vs previous 13F -513 shares

    4.52% of the 13F portfolio, value $18,530,009.

    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 43,577 shares
    Change vs previous 13F -22 shares

    4.26% of the 13F portfolio, value $17,270,001.

    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 43,599 shares
    Change vs previous 13F -8,962 shares

    4.95% of the 13F portfolio, value $15,498,137.

    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 52,561 shares
    Change vs previous 13F -1,276 shares

    4.96% of the 13F portfolio, value $16,022,170.

    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 53,837 shares
    Change vs previous 13F -361 shares

    5.19% of the 13F portfolio, value $15,512,594.

    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 54,198 shares
    Change vs previous 13F -43 shares

    4.9% of the 13F portfolio, value $13,122,962.

    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 54,241 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $13,183,818.

    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).