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Disclosery

Palumbo Wealth Management LLC: XFOR position timeline

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

Palumbo Wealth Management LLC held 67,116 XFOR 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 67,116 shares
    Change vs previous 13F -63,898 shares

    0.07% of the 13F portfolio, value $313,432.

    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 131,014 shares
    Change vs previous 13F +17,657 shares

    0.13% of the 13F portfolio, value $541,088.

    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 113,357 shares
    Change vs previous 13F +18,030 shares

    0.11% of the 13F portfolio, value $453,428.

    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 95,327 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $326,019.

    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).