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Disclosery

Palumbo Wealth Management LLC: V position timeline

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

Palumbo Wealth Management LLC held 15,980 V 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 15,980 shares
    Change vs previous 13F -260 shares

    1.15% of the 13F portfolio, value $5,482,667.

    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 16,240 shares
    Change vs previous 13F -1,266 shares

    1.2% of the 13F portfolio, value $4,908,442.

    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 17,506 shares
    Change vs previous 13F +104 shares

    1.51% of the 13F portfolio, value $6,139,701.

    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 17,402 shares
    Change vs previous 13F +33 shares

    1.84% of the 13F portfolio, value $5,745,738.

    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 17,369 shares
    Change vs previous 13F -308 shares

    1.91% of the 13F portfolio, value $6,166,724.

    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 17,677 shares
    Change vs previous 13F +2,010 shares

    2.07% of the 13F portfolio, value $6,195,087.

    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 15,667 shares
    Change vs previous 13F +1,083 shares

    1.85% of the 13F portfolio, value $4,951,534.

    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 14,584 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $4,009,764.

    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).