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Disclosery

Palumbo Wealth Management LLC: MINT position timeline

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

Palumbo Wealth Management LLC held 91,663 MINT 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 91,663 shares
    Change vs previous 13F +31,937 shares

    1.93% of the 13F portfolio, value $9,240,533.

    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 59,726 shares
    Change vs previous 13F +6,088 shares

    1.47% of the 13F portfolio, value $6,006,663.

    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 53,638 shares
    Change vs previous 13F +7,027 shares

    1.33% of the 13F portfolio, value $5,382,001.

    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 46,611 shares
    Change vs previous 13F +21,911 shares

    1.5% of the 13F portfolio, value $4,693,285.

    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 24,700 shares
    Change vs previous 13F +1,289 shares

    0.77% of the 13F portfolio, value $2,483,260.

    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 23,411 shares
    Change vs previous 13F +20,379 shares

    0.79% of the 13F portfolio, value $2,355,616.

    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 3,032 shares
    Change vs previous 13F -4,710 shares

    0.11% of the 13F portfolio, value $304,214.

    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 7,742 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $779,558.

    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).