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Paladin Wealth, LLC: EXR position timeline

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

Paladin Wealth, LLC held 3,829 EXR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,829 shares
    Change vs previous 13F -401 shares

    0.32% of the 13F portfolio, value $556,354.

    13F-HR 0002040377-26-000003 filed by Paladin Wealth, 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 4,230 shares
    Change vs previous 13F -473 shares

    0.38% of the 13F portfolio, value $554,680.

    13F-HR 0002040377-26-000002 filed by Paladin Wealth, 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 4,703 shares
    Change vs previous 13F -403 shares

    0.42% of the 13F portfolio, value $612,425.

    13F-HR 0002040377-26-000001 filed by Paladin Wealth, 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 5,106 shares
    Change vs previous 13F -743 shares

    0.52% of the 13F portfolio, value $719,640.

    13F-HR 0002040377-25-000007 filed by Paladin Wealth, 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 5,849 shares
    Change vs previous 13F +640 shares

    0.67% of the 13F portfolio, value $862,377.

    13F-HR 0002040377-25-000003 filed by Paladin Wealth, 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 5,209 shares
    Change vs previous 13F +519 shares

    0.69% of the 13F portfolio, value $773,484.

    13F-HR 0002040377-25-000002 filed by Paladin Wealth, 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 4,690 shares
    Change vs previous 13F +500 shares

    0.61% of the 13F portfolio, value $701,624.

    13F-HR 0002040377-25-000001 filed by Paladin Wealth, 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 4,190 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $754,997.

    13F-HR 0002040377-24-000001 filed by Paladin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).