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Paladin Advisory Group, LLC: IWF position timeline

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

Paladin Advisory Group, LLC held 83,186 IWF 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 83,186 shares
    Change vs previous 13F +62,379 shares

    6.86% of the 13F portfolio, value $10,329,206.

    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 20,807 shares
    Change vs previous 13F -640 shares

    6.75% of the 13F portfolio, value $8,872,105.

    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 21,447 shares
    Change vs previous 13F -905 shares

    7.41% of the 13F portfolio, value $10,150,865.

    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 22,352 shares
    Change vs previous 13F -1,237 shares

    8.16% of the 13F portfolio, value $10,469,666.

    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 23,589 shares
    Change vs previous 13F -271 shares

    7.65% of the 13F portfolio, value $10,015,205.

    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 23,860 shares
    Change vs previous 13F +477 shares

    6.89% of the 13F portfolio, value $8,615,427.

    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 23,383 shares
    Change vs previous 13F -591 shares

    7.19% of the 13F portfolio, value $9,389,944.

    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 23,974 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $8,999,172.

    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).