Palumbo Wealth Management LLC NUVB NUVATION BIO INC

Ownership history in Palumbo Wealth Management LLC  ·  10 quarters on record

AI Ownership Summary

Palumbo Wealth Management LLC reported NUVATION BIO INC (NUVB) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.36% in 2025 Q4. The latest visible filing shows NUVB at 0.12% 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 NUVB 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 NUVATION BIO 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
2026 Q2

NUVB was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 NUVB — position size vs. price
% of Fund (quarterly)    NUVB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 102,955 +1,992 +2.0% 0.12% $585K 2026-08-12 $6.42
2026 Q1 REDUCED 38.3% +30.8% 100,963 -62,793 -38.3% 0.11% $433K 2026-05-12 $4.84
2025 Q4 ADDED 163,756 +29,895 +22.3% 0.36% $1.5M 2026-01-21 $6.15
2025 Q3 ADDED 133,861 +20,195 +17.8% 0.16% $495K 2025-11-10 $4.64
2025 Q2 ADDED 113,666 +4,023 +3.7% 0.07% $222K 2025-07-15 $2.13
2025 Q1 ADDED 109,643 +44,283 +67.8% 0.06% $193K 2025-04-22 $2.06
2024 Q4 ADDED 65,360 +48,914 +297.4% 0.06% $174K 2025-01-30 $2.40
2024 Q3 REDUCED 42.0% +14.4% 16,446 -11,904 -42.0% 0.01% $38K 2024-10-28 $2.35
2024 Q2 ADDED 28,350 +8,281 +41.3% 0.03% $83K 2024-08-02 $3.36
2024 Q1 INITIATED 20,069 0.03% $73K 2024-04-15 $2.88

FAQ About Palumbo Wealth Management LLC and NUVB

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 NUVB?

Palumbo Wealth Management LLC reported NUVB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for NUVB was 0.36% in 2025 Q4.

What is the latest reported NUVB position on this page?

The most recent filing on this page is 2026 Q2, when Palumbo Wealth Management LLC reported 102,955 shares, equal to 0.12% of portfolio, with an estimated market value of $585K.

What does the chart on this NUVB ownership page compare?

The chart compares Palumbo Wealth Management LLC's quarterly NUVB 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.

How well did Palumbo Wealth Management LLC time their NUVB position?

Based on 13F filing dates vs. subsequent NUVB price moves, Palumbo Wealth Management LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on NUVB relative to SPY over the holding period was +359.6%.

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