Palumbo Wealth Management LLC: PAYX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palumbo Wealth Management LLC on PAYX, newest first. How the timeline and the estimate are built.
Palumbo Wealth Management LLC held 3,394 PAYX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 3,394 sharesChange vs previous 13F -154 shares
0.07% of the 13F portfolio, value $333,717.
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 3,548 sharesChange vs previous 13F +194 shares
0.08% of the 13F portfolio, value $326,820.
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 3,354 sharesChange vs previous 13F +176 shares
0.09% of the 13F portfolio, value $376,264.
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 3,178 sharesChange vs previous 13F -32 shares
0.13% of the 13F portfolio, value $402,830.
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 3,210 sharesChange vs previous 13F +18 shares
0.14% of the 13F portfolio, value $466,963.
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 3,192 sharesChange vs previous 13F +74 shares
0.16% of the 13F portfolio, value $492,391.
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 3,118 sharesChange vs previous 13F +19 shares
0.16% of the 13F portfolio, value $437,266.
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 3,099 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $415,826.
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).