Ownership history in Paladin Wealth, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Paladin Wealth, LLC reported a position in PIMCO ETF TR (PRFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 20,241 | +169 | +0.8% | 0.71% | $1.0M | $51.02 |
| 2025 Q3 | ADDED | 20,072 | +61 | +0.3% | 0.75% | $1.0M | $50.35 |
| 2025 Q2 | REDUCED | 20,011 | -1,548 | -7.2% | 0.79% | $1.0M | $48.85 |
| 2025 Q1 | REDUCED | 21,559 | -4,003 | -15.7% | 0.98% | $1.1M | $47.76 |
| 2024 Q4 | ADDED | 25,562 | +7,620 | +42.5% | 1.11% | $1.3M | $47.04 |
| 2024 Q3 | INITIATED | 17,942 | — | — | 0.81% | $927K | $47.41 |
As of 2025 Q4 — sorted by position size