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Paladin Advisory Group, LLC: MUNI position timeline

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

Paladin Advisory Group, LLC held 47,365 MUNI 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 47,365 shares
    Change vs previous 13F -118 shares

    1.65% of the 13F portfolio, value $2,491,399.

    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 47,483 shares
    Change vs previous 13F -1,453 shares

    1.88% of the 13F portfolio, value $2,478,138.

    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 48,936 shares
    Change vs previous 13F +3,163 shares

    1.87% of the 13F portfolio, value $2,564,736.

    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 45,773 shares
    Change vs previous 13F -15,292 shares

    1.87% of the 13F portfolio, value $2,393,012.

    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 61,065 shares
    Change vs previous 13F +9,163 shares

    2.39% of the 13F portfolio, value $3,136,298.

    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 51,902 shares
    Change vs previous 13F +1,175 shares

    2.14% of the 13F portfolio, value $2,675,548.

    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 50,727 shares
    Change vs previous 13F -63 shares

    2.01% of the 13F portfolio, value $2,624,108.

    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 50,790 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,690,854.

    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).