Skip to content
Disclosery

Palumbo Wealth Management LLC: SPY position timeline

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

Palumbo Wealth Management LLC held 48,207 SPY 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 48,207 shares
    Change vs previous 13F -173 shares

    7.54% of the 13F portfolio, value $35,999,641.

    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 48,380 shares
    Change vs previous 13F +569 shares

    7.68% of the 13F portfolio, value $31,463,469.

    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 47,811 shares
    Change vs previous 13F +298 shares

    8.04% of the 13F portfolio, value $32,602,969.

    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 47,513 shares
    Change vs previous 13F +2,328 shares

    10.11% of the 13F portfolio, value $31,651,990.

    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 45,185 shares
    Change vs previous 13F +250 shares

    8.65% of the 13F portfolio, value $27,917,438.

    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 44,935 shares
    Change vs previous 13F -6,464 shares

    8.4% of the 13F portfolio, value $25,135,969.

    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 51,399 shares
    Change vs previous 13F +11,348 shares

    11.25% of the 13F portfolio, value $30,124,053.

    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 40,051 shares
    Change vs previous 13F not available

    8.94% of the 13F portfolio, value $22,979,698.

    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).