Skip to content
Disclosery

Palumbo Wealth Management LLC: IDYA position timeline

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

Palumbo Wealth Management LLC held 23,198 IDYA 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 23,198 shares
    Change vs previous 13F +310 shares

    0.18% of the 13F portfolio, value $864,590.

    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 22,888 shares
    Change vs previous 13F -5,136 shares

    0.19% of the 13F portfolio, value $762,629.

    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 28,024 shares
    Change vs previous 13F +10,572 shares

    0.24% of the 13F portfolio, value $968,790.

    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 17,452 shares
    Change vs previous 13F +1,670 shares

    0.15% of the 13F portfolio, value $474,869.

    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 15,782 shares
    Change vs previous 13F -6,620 shares

    0.1% of the 13F portfolio, value $331,738.

    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 22,402 shares
    Change vs previous 13F +8,893 shares

    0.12% of the 13F portfolio, value $366,945.

    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 13,509 shares
    Change vs previous 13F +6,462 shares

    0.13% of the 13F portfolio, value $347,182.

    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 7,047 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $223,249.

    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).