Palumbo Wealth Management LLC
Holdings in PHVS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $560,050 | 20,182 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $415,192 | 16,641 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $256,062 | 14,549 | Shares | Sole | 2025-07-15 |
| 2025-03-31 | $221,401 | 14,102 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $195,936 | 10,221 | Shares | Sole | 2025-01-30 |