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Disclosery

Palumbo Wealth Management LLC: JOET position timeline

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

Palumbo Wealth Management LLC held 24,484 JOET 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 24,484 shares
    Change vs previous 13F -3,492 shares

    0.24% of the 13F portfolio, value $1,133,262.

    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 27,976 shares
    Change vs previous 13F -1,430 shares

    0.27% of the 13F portfolio, value $1,119,894.

    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 29,406 shares
    Change vs previous 13F -2,759 shares

    0.3% of the 13F portfolio, value $1,235,034.

    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 32,165 shares
    Change vs previous 13F -3,066 shares

    0.44% of the 13F portfolio, value $1,383,400.

    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 35,231 shares
    Change vs previous 13F -1,075 shares

    0.45% of the 13F portfolio, value $1,440,932.

    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 36,306 shares
    Change vs previous 13F -2,538 shares

    0.44% of the 13F portfolio, value $1,327,718.

    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 38,844 shares
    Change vs previous 13F -433 shares

    0.55% of the 13F portfolio, value $1,467,544.

    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 39,277 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,444,600.

    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).