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Palumbo Wealth Management LLC: QQQ position timeline

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

Palumbo Wealth Management LLC held 11,116 QQQ 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 11,116 shares
    Change vs previous 13F +240 shares

    1.71% of the 13F portfolio, value $8,186,035.

    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 10,876 shares
    Change vs previous 13F -1,011 shares

    1.53% of the 13F portfolio, value $6,277,576.

    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 11,887 shares
    Change vs previous 13F +205 shares

    1.8% of the 13F portfolio, value $7,302,187.

    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 11,682 shares
    Change vs previous 13F +469 shares

    2.24% of the 13F portfolio, value $7,013,669.

    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 11,213 shares
    Change vs previous 13F +344 shares

    1.92% of the 13F portfolio, value $6,185,748.

    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 10,869 shares
    Change vs previous 13F +56 shares

    1.7% of the 13F portfolio, value $5,096,781.

    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 10,813 shares
    Change vs previous 13F +108 shares

    2.06% of the 13F portfolio, value $5,528,027.

    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 10,705 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $5,224,683.

    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).