ORGO β€” ORGANOGENESIS HLDGS INC

Ownership history in Palumbo Wealth Management LLC  Β·  5 quarters on record

AI Ownership Summary

Palumbo Wealth Management LLC reported ORGANOGENESIS HLDGS INC (ORGO) in 5 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows ORGO at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Palumbo Wealth Management LLC's position in ORGANOGENESIS HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORGO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Palumbo Wealth Management LLC held ORGO β€” position size vs. price
% of Fund (quarterly)    ORGO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38,051 -3,009 -7.3% 0.05% $197K 2026-02-14 (Est.) $3.73
2025 Q2 ADDED 41,060 +2,394 +6.2% 0.05% $150K 2025-07-15 $4.03
2025 Q1 ADDED 38,666 +18,476 +91.5% 0.06% $167K 2025-04-22 $4.33
2024 Q4 ADDED 20,190 +9,058 +81.4% 0.02% $65K 2025-01-30 $3.77
2023 Q4 INITIATED 11,132 β€” β€” 0.02% $46K 2024-01-22 $3.77

FAQ About Palumbo Wealth Management LLC and ORGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Palumbo Wealth Management LLC reported owning ORGO?

Palumbo Wealth Management LLC reported ORGO across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORGO position in Palumbo Wealth Management LLC's portfolio?

The largest reported portfolio weight for ORGO was 0.06% in 2025 Q1.

What is the latest reported ORGO position on this page?

The most recent filing on this page is 2025 Q4, when Palumbo Wealth Management LLC reported 38,051 shares, equal to 0.05% of portfolio, with an estimated market value of $197K.

What does the chart on this ORGO ownership page compare?

The chart compares Palumbo Wealth Management LLC's quarterly ORGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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