Skip to content
Disclosery

Paladin Advisory Group, LLC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paladin Advisory Group, LLC on EFG, newest first. How the timeline and the estimate are built.

Paladin Advisory Group, LLC held 15,402 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,402 shares
    Change vs previous 13F -645 shares

    1.27% of the 13F portfolio, value $1,916,317.

    13F-HR 0001899703-26-000006 filed by Paladin Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,047 shares
    Change vs previous 13F +13 shares

    1.36% of the 13F portfolio, value $1,787,154.

    13F-HR 0001899703-26-000005 filed by Paladin Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,034 shares
    Change vs previous 13F +185 shares

    1.33% of the 13F portfolio, value $1,826,593.

    13F-HR 0001899703-26-000001 filed by Paladin Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,849 shares
    Change vs previous 13F +502 shares

    1.41% of the 13F portfolio, value $1,804,884.

    13F-HR 0001899703-25-000006 filed by Paladin Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,347 shares
    Change vs previous 13F -905 shares

    1.31% of the 13F portfolio, value $1,718,864.

    13F-HR 0001899703-25-000004 filed by Paladin Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,252 shares
    Change vs previous 13F +653 shares

    1.3% of the 13F portfolio, value $1,625,200.

    13F-HR 0001899703-25-000002 filed by Paladin Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,599 shares
    Change vs previous 13F +247 shares

    1.16% of the 13F portfolio, value $1,510,451.

    13F-HR 0001899703-25-000001 filed by Paladin Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,352 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,652,643.

    13F-HR 0001899703-24-000005 filed by Paladin Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).