13F Filings History of PALLADIEM, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$105,479,379
Signature - Title
Donald Robinson - CIO
Location
Bryn Mawr, PA
Summary
This page shows a list of all the recent 13F filings made by PALLADIEM, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PALLADIEM, LLC reported 164 stock holdings with total value $105,479,379 as of Q4 2025. Top holdings included SPY, EUSA, AGG, QEFA, and GLDM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 164 $105,479,379 $0 $0 $0 SPY, EUSA, AGG, QEFA, GLDM 13F-HR 11 Feb 2026, 11:22
Q3 2023 53 $92,625,153 +$10,982,944 -$13,478,028 -$2,495,084 KMLM, EUSA, BIL, AGG, SRLN 13F-HR 08 Dec 2023, 12:20
Q2 2023 60 $97,209,660 +$20,377,708 -$19,104,491 +$1,273,217 KMLM, AGG, SRLN, EUSA, IQLT 13F-HR 08 Dec 2023, 12:14
Q1 2023 55 $93,802,728 +$19,960,324 -$25,231,054 -$5,270,730 AGG, EUSA, SRLN, KMLM, VABS 13F-HR 04 May 2023, 16:31
Q4 2022 55 $96,239,318 +$11,049,869 -$11,895,136 -$845,267 SRLN, EUSA, VTIP, SPHD, VABS 13F-HR 02 Feb 2023, 12:36
Q3 2022 52 $95,236,000 +$21,873,282 -$18,836,191 +$3,037,091 SRLN, EUSA, VTIP, KMLM, VABS 13F-HR 14 Nov 2022, 10:13
Q2 2022 53 $100,674,000 +$3,923,263 -$2,812,577 +$1,110,686 COMT, EUSA, VABS, SRLN, KRBN 13F-HR 26 Jul 2022, 16:21
Q1 2022 56 $113,180,000 +$32,010,520 -$33,697,451 -$1,686,931 EUSA, COMT, SRLN, VABS, TIP 13F-HR 22 Apr 2022, 12:11
Q4 2021 63 $124,236,000 +$10,775,715 -$11,124,175 -$348,460 EUSA, ANGL, SCHF, VABS, CIBR 13F-HR 10 Feb 2022, 18:50
Q3 2021 59 $123,603,000 +$31,688,186 -$26,978,858 +$4,709,328 EUSA, ANGL, SHV, SCHF, VABS 13F-HR 10 Nov 2021, 10:06
Q2 2021 63 $123,846,000 +$17,155,676 -$13,240,394 +$3,915,282 SHV, EUSA, SCHF, ANGL, IEI 13F-HR 14 Jul 2021, 10:34
Q1 2021 55 $114,639,000 +$45,113,238 -$37,870,620 +$7,242,618 SHV, IEI, SCHF, ACWV, EUSA 13F-HR 12 May 2021, 12:37
Q4 2020 58 $106,829,000 $0 $0 $0 ARKK, IEI, ACWV, GLDM, ANGL 13F-HR 14 Jan 2021, 16:35
Q3 2015 145 $63,758,000 +$4,671,208 -$57,032,759 -$52,361,551 BIV, QAI, QUAL, BND, FXH Restatement 18 Nov 2015, 16:15
Q2 2015 247 $121,185,000 +$14,299,265 -$9,403,960 +$4,895,305 BIV, BND, QAI, CSM, MUNI 13F-HR 21 Jul 2015, 10:52
Q1 2015 182 $122,505,000 +$12,163,913 -$12,669,363 -$505,450 BIV, BND, PHDG, QAI, CSM 13F-HR 24 Apr 2015, 11:22
Q4 2014 217 $122,031,000 $0 $0 $0 BIV, PHDG, QAI, QUAL, MUNI 13F-HR 30 Jan 2015, 13:18