Palumbo Wealth Management LLC: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palumbo Wealth Management LLC on META, newest first. How the timeline and the estimate are built.
Palumbo Wealth Management LLC held 5,151 META shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 5,151 sharesChange vs previous 13F -164 shares
0.61% of the 13F portfolio, value $2,901,240.
13F-HR 0001951757-26-001230 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,315 sharesChange vs previous 13F +1,092 shares
0.74% of the 13F portfolio, value $3,041,119.
13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,223 sharesChange vs previous 13F -20 shares
0.69% of the 13F portfolio, value $2,787,753.
13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,243 sharesChange vs previous 13F +656 shares
0.84% of the 13F portfolio, value $2,633,805.
13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,587 sharesChange vs previous 13F +242 shares
0.82% of the 13F portfolio, value $2,647,287.
13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,345 sharesChange vs previous 13F +1,000 shares
0.64% of the 13F portfolio, value $1,927,852.
13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,345 sharesChange vs previous 13F +1,019 shares
0.51% of the 13F portfolio, value $1,372,994.
13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,326 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $759,096.
13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).