Position in CDNA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,363,961
+$1,731,884 QoQ
Shares Held
82,946
+127.8% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#75
of 225 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNA Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Palumbo Wealth Management LLC holds $9,678,096 across 3 Diagnostics & Research names. CDNA ranks #2 (24.4% of the industry book) .
All Filings in CDNA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,363,961 | 82,946 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $632,077 | 36,410 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $862,099 | 45,759 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $537,747 | 36,984 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||