Palumbo Wealth Management LLC: TMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palumbo Wealth Management LLC on TMO, newest first. How the timeline and the estimate are built.
Palumbo Wealth Management LLC held 4,558 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 4,558 sharesChange vs previous 13F -74 shares
0.48% of the 13F portfolio, value $2,285,115.
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 ended2026-03-3113F 4,632 sharesChange vs previous 13F -956 shares
0.56% of the 13F portfolio, value $2,276,710.
13F-HR 0001951757-26-000821 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 5,588 sharesChange vs previous 13F +42 shares
0.8% of the 13F portfolio, value $3,238,221.
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).
- period ended2025-09-3013F 5,546 sharesChange vs previous 13F +183 shares
0.83% of the 13F portfolio, value $2,606,838.
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 5,363 sharesChange vs previous 13F +309 shares
0.67% of the 13F portfolio, value $2,174,430.
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 5,054 sharesChange vs previous 13F +1,459 shares
0.84% of the 13F portfolio, value $2,514,930.
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).
- period ended2024-12-3113F 3,595 sharesChange vs previous 13F -478 shares
0.7% of the 13F portfolio, value $1,870,408.
13F-HR 0001951757-25-000159 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 ended2024-09-3013F 4,073 sharesChange vs previous 13F not available
0.98% of the 13F portfolio, value $2,519,622.
13F-HR 0001951757-24-001129 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).