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Disclosery

Paladin Wealth, LLC: XFIV position timeline

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

Paladin Wealth, LLC held 22,055 XFIV 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 22,055 shares
    Change vs previous 13F -30,865 shares

    0.62% of the 13F portfolio, value $1,073,637.

    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 52,920 shares
    Change vs previous 13F +5,930 shares

    1.79% of the 13F portfolio, value $2,601,547.

    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 46,990 shares
    Change vs previous 13F +4,839 shares

    1.59% of the 13F portfolio, value $2,325,009.

    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 42,151 shares
    Change vs previous 13F +4,998 shares

    1.51% of the 13F portfolio, value $2,087,739.

    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 37,153 shares
    Change vs previous 13F +4,632 shares

    1.43% of the 13F portfolio, value $1,833,501.

    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 32,521 shares
    Change vs previous 13F +6,597 shares

    1.43% of the 13F portfolio, value $1,596,131.

    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 25,924 shares
    Change vs previous 13F +13,723 shares

    1.07% of the 13F portfolio, value $1,243,574.

    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 12,201 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $610,008.

    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).