Paladin Wealth, LLC: URI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paladin Wealth, LLC on URI, newest first. How the timeline and the estimate are built.
Paladin Wealth, LLC held 1,008 URI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 1,008 sharesChange vs previous 13F +58 shares
0.66% of the 13F portfolio, value $1,141,953.
13F-HR 0002040377-26-000003 filed by Paladin Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 950 sharesChange vs previous 13F -122 shares
0.48% of the 13F portfolio, value $692,132.
13F-HR 0002040377-26-000002 filed by Paladin Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,072 sharesChange vs previous 13F -152 shares
0.59% of the 13F portfolio, value $867,591.
13F-HR 0002040377-26-000001 filed by Paladin Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,224 sharesChange vs previous 13F -80 shares
0.85% of the 13F portfolio, value $1,168,504.
13F-HR 0002040377-25-000007 filed by Paladin Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,304 sharesChange vs previous 13F +47 shares
0.76% of the 13F portfolio, value $982,434.
13F-HR 0002040377-25-000003 filed by Paladin Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,257 sharesChange vs previous 13F +220 shares
0.71% of the 13F portfolio, value $787,762.
13F-HR 0002040377-25-000002 filed by Paladin Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,037 sharesChange vs previous 13F +67 shares
0.63% of the 13F portfolio, value $730,504.
13F-HR 0002040377-25-000001 filed by Paladin Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 970 sharesChange vs previous 13F not available
0.69% of the 13F portfolio, value $785,438.
13F-HR 0002040377-24-000001 filed by Paladin Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).