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Disclosery

Palumbo Wealth Management LLC: WM position timeline

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

Palumbo Wealth Management LLC held 35,926 WM 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 35,926 shares
    Change vs previous 13F -1,363 shares

    1.68% of the 13F portfolio, value $8,007,205.

    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 37,289 shares
    Change vs previous 13F +75 shares

    2.09% of the 13F portfolio, value $8,568,545.

    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 37,214 shares
    Change vs previous 13F -219 shares

    2.02% of the 13F portfolio, value $8,176,385.

    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 37,433 shares
    Change vs previous 13F +315 shares

    2.63% of the 13F portfolio, value $8,242,127.

    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 37,118 shares
    Change vs previous 13F -216 shares

    2.63% of the 13F portfolio, value $8,493,425.

    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 37,334 shares
    Change vs previous 13F +3,590 shares

    2.89% of the 13F portfolio, value $8,643,237.

    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 33,744 shares
    Change vs previous 13F +2,191 shares

    2.54% of the 13F portfolio, value $6,809,194.

    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 31,553 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $6,550,462.

    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).