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Disclosery

Paladin Advisory Group, LLC: IVV position timeline

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

Paladin Advisory Group, LLC held 7,121 IVV 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 7,121 shares
    Change vs previous 13F -83 shares

    3.54% of the 13F portfolio, value $5,332,846.

    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 7,204 shares
    Change vs previous 13F -400 shares

    3.58% of the 13F portfolio, value $4,705,725.

    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 7,604 shares
    Change vs previous 13F +359 shares

    3.8% of the 13F portfolio, value $5,208,284.

    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 7,245 shares
    Change vs previous 13F 0 shares

    3.78% of the 13F portfolio, value $4,849,079.

    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 7,245 shares
    Change vs previous 13F +365 shares

    3.43% of the 13F portfolio, value $4,498,421.

    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 6,880 shares
    Change vs previous 13F +641 shares

    3.09% of the 13F portfolio, value $3,865,872.

    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 6,239 shares
    Change vs previous 13F +193 shares

    2.81% of the 13F portfolio, value $3,672,775.

    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 6,046 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $3,487,454.

    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).