Paladin Advisory Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Clive, IA
CIK
0001899703
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 228 121,138 IWF, GOVT, IEFA, JPST 13F-HR 1/31/2024 000189970324000001
Q3 2023 259 118,650 IWF, IEFA, GOVT, SCHD 13F-HR 10/17/2023 000189970323000003
Q2 2023 267 124,720 IWF, IEFA, SCHD, GOVT 13F-HR 8/3/2023 000189970323000002
Q1 2023 265 120,262 IWF, IEFA, SCHD, JPST 13F-HR 4/21/2023 000189970323000001
Q4 2022 268 116,962 IWF calls, SCHD calls, JPST calls, IEFA calls 13F-HR 1/11/2023 000087015623000003
Q3 2022 278 109,584 IWF calls, SPAB calls, JPST calls, IEFA calls 13F-HR 10/7/2022 000087015622000045
Q2 2022 282 116,243 IWF calls, SPAB calls, IEFA calls, SCHD calls 13F-HR 7/6/2022 000087015622000031
Q1 2022 278 122,908 IWF, IEFA, SCHD, XLRE 13F-HR 4/14/2022 000087015622000021
Q4 2021 280 123,177 IWF calls, XLRE calls, IEFA calls, SCHD calls 13F-HR 1/11/2022 000087015622000003