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Palumbo Wealth Management LLC: SBUX position timeline

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

Palumbo Wealth Management LLC held 3,321 SBUX 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 3,321 shares
    Change vs previous 13F +70 shares

    0.07% of the 13F portfolio, value $339,402.

    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 3,251 shares
    Change vs previous 13F -237 shares

    0.07% of the 13F portfolio, value $291,281.

    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 3,488 shares
    Change vs previous 13F +315 shares

    0.07% of the 13F portfolio, value $293,745.

    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 3,173 shares
    Change vs previous 13F -129 shares

    0.09% of the 13F portfolio, value $266,838.

    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 3,302 shares
    Change vs previous 13F -177 shares

    0.09% of the 13F portfolio, value $302,540.

    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 3,479 shares
    Change vs previous 13F -296 shares

    0.11% of the 13F portfolio, value $341,298.

    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 3,775 shares
    Change vs previous 13F +32 shares

    0.13% of the 13F portfolio, value $344,461.

    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 3,743 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $364,867.

    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).