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Palumbo Wealth Management LLC: NPCE position timeline

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

Palumbo Wealth Management LLC held 209,199 NPCE 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 209,199 shares
    Change vs previous 13F -1,270 shares

    0.7% of the 13F portfolio, value $3,324,173.

    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 210,469 shares
    Change vs previous 13F -3,706 shares

    0.68% of the 13F portfolio, value $2,767,668.

    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 214,175 shares
    Change vs previous 13F +16,699 shares

    0.82% of the 13F portfolio, value $3,306,862.

    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 197,476 shares
    Change vs previous 13F +27,586 shares

    0.65% of the 13F portfolio, value $2,035,978.

    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 169,890 shares
    Change vs previous 13F +123,779 shares

    0.59% of the 13F portfolio, value $1,892,575.

    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 46,111 shares
    Change vs previous 13F +34,594 shares

    0.19% of the 13F portfolio, value $566,705.

    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 11,517 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $128,876.

    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).