Current Market Value 131,479,680
Current Holdings 241
Most Recent File Date 2026-04-30
Total Filings on Record 18
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-04-30 2026-03-31 13F-HR 241 131,480
2026-01-21 2025-12-31 13F-HR 245 136,938
2025-11-05 2025-09-30 13F-HR 239 128,270
2025-08-06 2025-06-30 13F-HR 250 130,959
2025-04-15 2025-03-31 13F-HR 229 124,980
2025-01-23 2024-12-31 13F-HR 236 130,592
2024-11-05 2024-09-30 13F-HR 235 135,560
2024-07-24 2024-06-30 13F-HR 225 128,266
2024-05-08 2024-03-31 13F-HR 226 126,459
2024-01-31 2023-12-31 13F-HR 228 121,138
2023-10-17 2023-09-30 13F-HR 259 118,651
2023-08-03 2023-06-30 13F-HR 267 124,721
2023-04-21 2023-03-31 13F-HR 265 120,263
2023-01-11 2022-12-31 13F-HR 268 116,963
2022-10-07 2022-09-30 13F-HR 278 109,584
2022-07-06 2022-06-30 13F-HR 282 116,243
2022-04-15 2022-03-31 13F-HR 278 122,908
2022-01-11 2021-12-31 13F-HR 280 123,177