Advertisement
Screener

Palumbo Wealth Management LLC Last Quarter Change: Foreign Funds, Sold Out

Palumbo Wealth Management LLC quarter change: Foreign Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Palumbo Wealth Management LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1846310): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-12). 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; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
TSP Capital Management Group, LLCUnited States$0.410B45
Intesa Sanpaolo Wealth ManagementLuxembourg$0.410B299
Grace & Mercy Foundation, Inc.United States$0.410B21
Tiger Pacific Capital LPUnited States$0.410B10
KP Management LLCUnited States$0.409B83
Lineage Point Capital LPUnited States$0.409B271
Quaker Capital Investments, LLCUnited States$0.409B21
Legacy Wealth Asset Management, LLCUnited States$0.411B374
MONARCH CAPITAL MANAGEMENT INCUnited States$0.409B127
BAKER TILLY WEALTH MANAGEMENT, LLCUnited States$0.411B280