Skip to content
Disclosery

Paladin Advisory Group, LLC: SCHD position timeline

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

Paladin Advisory Group, LLC held 22,714 SCHD 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 22,714 shares
    Change vs previous 13F -198 shares

    0.48% of the 13F portfolio, value $720,261.

    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 22,912 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $702,940.

    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 22,912 shares
    Change vs previous 13F -1,872 shares

    0.46% of the 13F portfolio, value $628,476.

    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 24,784 shares
    Change vs previous 13F -121,300 shares

    0.53% of the 13F portfolio, value $676,603.

    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 146,084 shares
    Change vs previous 13F +3,100 shares

    2.96% of the 13F portfolio, value $3,871,214.

    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 142,984 shares
    Change vs previous 13F -807 shares

    3.2% of the 13F portfolio, value $3,997,833.

    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 143,791 shares
    Change vs previous 13F +97,599 shares

    3.01% of the 13F portfolio, value $3,928,370.

    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 46,192 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $3,904,610.

    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).