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Disclosery

Palumbo Wealth Management LLC: ZS position timeline

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

Palumbo Wealth Management LLC held 2,018 ZS 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 2,018 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $284,841.

    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 1,996 shares
    Change vs previous 13F +330 shares

    0.07% of the 13F portfolio, value $280,019.

    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 1,666 shares
    Change vs previous 13F +103 shares

    0.09% of the 13F portfolio, value $374,717.

    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 1,563 shares
    Change vs previous 13F +296 shares

    0.15% of the 13F portfolio, value $468,369.

    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 1,267 shares
    Change vs previous 13F -13 shares

    0.12% of the 13F portfolio, value $397,762.

    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 1,280 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $253,978.

    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).