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Palumbo Wealth Management LLC Historic Quarter Change: USA Other Stocks, New

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Palumbo Wealth Management LLC historic quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Palumbo Wealth Management LLC opened 12 positions, added to 24, reduced 5 and sold out of 16.

  • Q4 2025: Stock WAVE LIFE SCIENCES LTD; Country of operation —; Class SHS; Shares before 0.
  • Q1 2025: Stock VERVE THERAPEUTICS INC; Country of operation United States; Class COM; Shares before 0.
  • Q4 2024: Stock CHIMERIX INC; Country of operation United States; Class COM; Shares before 0.
  • Q4 2024: Stock PARAGON 28 INC; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1846310), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025WAVE LIFE SCIENCES LTD
CUSIP Y95308105		SHS011,356+11,356$0$193,052+$193,0522026-01-21
Q1 2025VERVE THERAPEUTICS INC
CUSIP 92539P101		United StatesCOM015,845+15,845$0$72,412+$72,4122025-04-22
Q4 2024CHIMERIX INC
CUSIP 16934W106		United StatesCOM063,400+63,400$0$220,632+$220,6322025-01-30
Q4 2024PARAGON 28 INC
CUSIP 69913P105		United StatesCOM016,553+16,553$0$170,993+$170,9932025-01-30
Q2 2024ZUORA INC
CUSIP 98983V106		United StatesCOM CL A010,326+10,326$0$102,538+$102,5382024-08-02
Q2 2024INOZYME PHARMA INC
CUSIP 45790W108		United StatesCOM013,584+13,584$0$60,585+$60,5852024-08-02
Q1 2024ASSERTIO HOLDINGS INC
CUSIP 04546C205		United StatesCOM NEW0143,628+143,628$0$137,783+$137,7832024-04-15
Q1 2024INFINERA CORP
CUSIP 45667G103		United StatesCOM017,280+17,280$0$104,199+$104,1992024-04-15
Q1 2024ELEVATION ONCOLOGY INC
CUSIP 28623U101		United StatesCOM017,743+17,743$0$91,022+$91,0222024-04-15
Q1 2024POSEIDA THERAPEUTICS INC
CUSIP 73730P108		United StatesCOM026,068+26,068$0$83,157+$83,1572024-04-15
Q1 2024MATTERPORT INC
CUSIP 577096100		United StatesCOM CL A013,956+13,956$0$31,541+$31,5412024-04-15
Q1 2024SINGULAR GENOMICS SYSTEMS IN
CUSIP 82933R100		United StatesCOM012,549+12,549$0$6,453+$6,4532024-04-15

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