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Disclosery

Paladin Advisory Group, LLC: JEPI position timeline

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

Paladin Advisory Group, LLC held 0 JEPI shares at 2025-12-31 per its 13F-HR filed 2026-01-21.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -290 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 290 shares
    Change vs previous 13F -21,925 shares

    0.01% of the 13F portfolio, value $16,559.

    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).

  3. period ended2025-06-30
    13F 22,215 shares
    Change vs previous 13F -848 shares

    0.96% of the 13F portfolio, value $1,262,923.

    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).

  4. period ended2025-03-31
    13F 23,063 shares
    Change vs previous 13F +1,186 shares

    1.05% of the 13F portfolio, value $1,317,820.

    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).

  5. period ended2024-12-31
    13F 21,877 shares
    Change vs previous 13F -18 shares

    0.96% of the 13F portfolio, value $1,258,584.

    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).

  6. period ended2024-09-30
    13F 21,895 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,302,971.

    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).