Palumbo Wealth Management LLC: SDGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palumbo Wealth Management LLC on SDGR, newest first. How the timeline and the estimate are built.
Palumbo Wealth Management LLC held 40,763 SDGR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 40,763 sharesChange vs previous 13F +40,763 shares
0.14% of the 13F portfolio, value $662,399.
13F-HR 0001951757-26-001230 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -14,390 shares
13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 14,390 sharesChange vs previous 13F -12,128 shares
0.09% of the 13F portfolio, value $288,664.
13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,518 sharesChange vs previous 13F +9,025 shares
0.17% of the 13F portfolio, value $533,543.
13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,493 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $345,312.
13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).