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Disclosery

Palumbo Wealth Management LLC: PATH position timeline

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

Palumbo Wealth Management LLC held 23,399 PATH 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 23,399 shares
    Change vs previous 13F +367 shares

    0.05% of the 13F portfolio, value $254,348.

    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 23,032 shares
    Change vs previous 13F +3,321 shares

    0.06% of the 13F portfolio, value $255,656.

    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 19,711 shares
    Change vs previous 13F +1,464 shares

    0.08% of the 13F portfolio, value $323,064.

    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 18,247 shares
    Change vs previous 13F +2,316 shares

    0.08% of the 13F portfolio, value $244,145.

    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 15,931 shares
    Change vs previous 13F -51 shares

    0.06% of the 13F portfolio, value $203,917.

    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 15,982 shares
    Change vs previous 13F +4,645 shares

    0.06% of the 13F portfolio, value $164,615.

    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 11,337 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $144,094.

    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).