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Palumbo Wealth Management LLC: IBIT position timeline

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

Palumbo Wealth Management LLC held 124,405 IBIT 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 124,405 shares
    Change vs previous 13F -1,663 shares

    0.87% of the 13F portfolio, value $4,141,443.

    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 126,068 shares
    Change vs previous 13F +75,452 shares

    1.18% of the 13F portfolio, value $4,843,533.

    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 50,616 shares
    Change vs previous 13F -91,431 shares

    0.62% of the 13F portfolio, value $2,513,085.

    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 142,047 shares
    Change vs previous 13F +93,277 shares

    2.95% of the 13F portfolio, value $9,233,055.

    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 48,770 shares
    Change vs previous 13F +27,665 shares

    0.92% of the 13F portfolio, value $2,985,212.

    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 21,105 shares
    Change vs previous 13F +8,708 shares

    0.33% of the 13F portfolio, value $987,926.

    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 12,397 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $657,661.

    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).