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Disclosery

Palumbo Wealth Management LLC: SEER position timeline

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

Palumbo Wealth Management LLC held 68,483 SEER 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 68,483 shares
    Change vs previous 13F +1,296 shares

    0.02% of the 13F portfolio, value $113,682.

    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 67,187 shares
    Change vs previous 13F -460 shares

    0.03% of the 13F portfolio, value $112,875.

    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 67,647 shares
    Change vs previous 13F -61,333 shares

    0.03% of the 13F portfolio, value $123,795.

    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 128,980 shares
    Change vs previous 13F +23,604 shares

    0.09% of the 13F portfolio, value $279,887.

    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 105,376 shares
    Change vs previous 13F +622 shares

    0.07% of the 13F portfolio, value $225,505.

    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 104,754 shares
    Change vs previous 13F -3,393 shares

    0.06% of the 13F portfolio, value $177,035.

    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 108,147 shares
    Change vs previous 13F -14,145 shares

    0.09% of the 13F portfolio, value $249,820.

    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 122,292 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $240,916.

    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).