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Disclosery

Palumbo Wealth Management LLC: PHVS position timeline

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

Palumbo Wealth Management LLC held 21,004 PHVS 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 21,004 shares
    Change vs previous 13F +396 shares

    0.15% of the 13F portfolio, value $726,319.

    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 20,608 shares
    Change vs previous 13F +426 shares

    0.14% of the 13F portfolio, value $582,176.

    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 20,182 shares
    Change vs previous 13F +3,541 shares

    0.14% of the 13F portfolio, value $560,051.

    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 16,641 shares
    Change vs previous 13F +2,092 shares

    0.13% of the 13F portfolio, value $415,193.

    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 14,549 shares
    Change vs previous 13F +447 shares

    0.08% of the 13F portfolio, value $256,063.

    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 14,102 shares
    Change vs previous 13F +3,881 shares

    0.07% of the 13F portfolio, value $221,402.

    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 10,221 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $195,937.

    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).