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Disclosery

Paladin Advisory Group, LLC: IWM position timeline

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

Paladin Advisory Group, LLC held 454 IWM 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 454 shares
    Change vs previous 13F -58 shares

    0.09% of the 13F portfolio, value $136,404.

    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 512 shares
    Change vs previous 13F +237 shares

    0.1% of the 13F portfolio, value $126,976.

    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 275 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $67,694.

    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).