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Disclosery

Palumbo Wealth Management LLC: QS position timeline

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

Palumbo Wealth Management LLC held 206,889 QS 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 206,889 shares
    Change vs previous 13F +160,461 shares

    0.33% of the 13F portfolio, value $1,564,081.

    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 46,428 shares
    Change vs previous 13F +7,168 shares

    0.07% of the 13F portfolio, value $296,211.

    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 39,260 shares
    Change vs previous 13F +5,405 shares

    0.1% of the 13F portfolio, value $409,090.

    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 33,855 shares
    Change vs previous 13F +1,855 shares

    0.13% of the 13F portfolio, value $417,094.

    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 32,000 shares
    Change vs previous 13F +544 shares

    0.07% of the 13F portfolio, value $215,040.

    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 31,456 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $130,857.

    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).