OFIX — ORTHOFIX MED INC

Ownership history in Palumbo Wealth Management LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Palumbo Wealth Management LLC reported a position in ORTHOFIX MED INC (OFIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.2% (2025 Q3)
Avg. % of fund
0.18%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 42,910 -44 -0.1% 0.16% $651K $15.16
2025 Q3 INITIATED 42,954 — — 0.20% $629K $14.64
% of Fund (quarterly)    OFIX price (monthly, adj. close)

Other funds also holding OFIX

As of 2025 Q4 — sorted by position size

Juniper Investment Company, LLC 3Y 18.3% Engine Capital Management, LP 3Y 7Y 8.9% AYAL Capital Advisors Ltd 3.92% PARADIGM CAPITAL MANAGEMENT INC/NY 3Y 7Y 2.11% Philosophy Capital Management LLC 3Y 0.7% Rubric Capital Management LP 3Y 7Y 0.67% ARMISTICE CAPITAL, LLC 3Y 7Y 0.48% HighVista Strategies LLC 3Y 7Y 0.33% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 0.11% Tejara Capital Ltd 3Y 0.08%
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