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Disclosery

Palumbo Wealth Management LLC: SHY position timeline

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

Palumbo Wealth Management LLC held 13,399 SHY 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 13,399 shares
    Change vs previous 13F -56,816 shares

    0.23% of the 13F portfolio, value $1,100,194.

    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 70,215 shares
    Change vs previous 13F +62,625 shares

    1.41% of the 13F portfolio, value $5,797,673.

    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 7,590 shares
    Change vs previous 13F -114,656 shares

    0.16% of the 13F portfolio, value $628,604.

    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 122,246 shares
    Change vs previous 13F +101,395 shares

    0.38% of the 13F portfolio, value $1,189,798.

    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 20,851 shares
    Change vs previous 13F -7,227 shares

    0.54% of the 13F portfolio, value $1,727,701.

    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 28,078 shares
    Change vs previous 13F +17,542 shares

    0.78% of the 13F portfolio, value $2,322,934.

    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 10,536 shares
    Change vs previous 13F +3,207 shares

    0.32% of the 13F portfolio, value $863,751.

    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 7,329 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $609,419.

    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).