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Disclosery

Palumbo Wealth Management LLC: MSCI position timeline

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

Palumbo Wealth Management LLC held 3,507 MSCI 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 3,507 shares
    Change vs previous 13F -100 shares

    0.41% of the 13F portfolio, value $1,963,976.

    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 3,607 shares
    Change vs previous 13F -833 shares

    0.47% of the 13F portfolio, value $1,944,121.

    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 4,440 shares
    Change vs previous 13F +5 shares

    0.63% of the 13F portfolio, value $2,547,228.

    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 4,435 shares
    Change vs previous 13F +51 shares

    0.8% of the 13F portfolio, value $2,504,247.

    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 4,384 shares
    Change vs previous 13F +123 shares

    0.78% of the 13F portfolio, value $2,528,704.

    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 4,261 shares
    Change vs previous 13F +799 shares

    0.81% of the 13F portfolio, value $2,409,630.

    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 3,462 shares
    Change vs previous 13F +442 shares

    0.78% of the 13F portfolio, value $2,077,425.

    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 3,020 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,760,352.

    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).