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Disclosery

Palumbo Wealth Management LLC: PDBC position timeline

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

Palumbo Wealth Management LLC held 86,451 PDBC 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 86,451 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,372,836.

    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 86,451 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,497,325.

    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 86,451 shares
    Change vs previous 13F -3,157 shares

    0.28% of the 13F portfolio, value $1,145,471.

    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 89,608 shares
    Change vs previous 13F -4,518 shares

    0.38% of the 13F portfolio, value $1,203,439.

    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 94,126 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,227,406.

    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 94,126 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,282,941.

    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 94,126 shares
    Change vs previous 13F +2,812 shares

    0.46% of the 13F portfolio, value $1,222,700.

    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 91,314 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,226,352.

    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).