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Paladin Wealth, LLC: IVV position timeline

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

Paladin Wealth, LLC held 2,039 IVV 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 2,039 shares
    Change vs previous 13F +264 shares

    0.89% of the 13F portfolio, value $1,526,987.

    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 1,775 shares
    Change vs previous 13F +752 shares

    0.8% of the 13F portfolio, value $1,159,448.

    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 1,023 shares
    Change vs previous 13F +30 shares

    0.48% of the 13F portfolio, value $700,694.

    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 993 shares
    Change vs previous 13F +21 shares

    0.48% of the 13F portfolio, value $664,615.

    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 972 shares
    Change vs previous 13F +269 shares

    0.47% of the 13F portfolio, value $603,515.

    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 703 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $395,016.

    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).