Paladin Advisory Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$136M
Signature - Title
Bradley W. Clark, CFA, CPA - Partner & Chief Investment Officer
Location
Clive, IA
Summary
This page shows a list of all the recent 13F filings made by Paladin Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Paladin Advisory Group, LLC reported 235 stock holdings with total value $136M as of Q3 2024. Top holdings included IWF, GOVT, IEFA, JPST, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 235 $136M +$4.55M -$3.36M +$1.2M IWF, GOVT, IEFA, JPST, AAPL 13F-HR 11/5/2024, 11:04 AM
Q2 2024 225 $128M +$6.78M -$4.32M +$2.47M IWF, GOVT, IEFA, JPST, AAPL 13F-HR 7/24/2024, 02:52 PM
Q1 2024 226 $126M +$2.02M -$3.58M -$1.55M IWF, GOVT, IEFA, JPST, SCHD 13F-HR 5/8/2024, 01:07 PM
Q4 2023 228 $121M +$6.76M -$15.3M -$8.58M IWF, GOVT, IEFA, JPST, SCHD 13F-HR 1/31/2024, 01:02 PM
Q3 2023 259 $119M +$2.21M -$3.83M -$1.61M IWF, IEFA, GOVT, SCHD, JPST 13F-HR 10/17/2023, 11:50 AM
Q2 2023 267 $125M +$6.33M -$7.3M -$971K IWF, IEFA, SCHD, GOVT, NOBL 13F-HR 8/3/2023, 01:25 PM
Q1 2023 265 $120M +$120M $0 +$120M IWF, IEFA, SCHD, JPST, NOBL 13F-HR 4/21/2023, 12:26 PM
Q4 2022 0 $0 $0 $0 13F-HR 1/11/2023, 02:51 PM
Q3 2022 0 $0 $0 $0 13F-HR 10/7/2022, 11:46 AM
Q2 2022 0 $0 $0 $0 13F-HR 7/6/2022, 02:15 PM
Q1 2022 275 $123M +$123M $0 +$123M IWF, IEFA, SCHD, XLRE, NOBL 13F-HR 4/14/2022, 06:03 PM
Q4 2021 0 $0 $0 $0 13F-HR 1/11/2022, 02:21 PM