Heritage Wealth Advisors

Position in PALL — abrdn Palladium ETF Trust

CIK 1591122 RICHMOND, VA

Position in PALL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$30,309

-$2,401 QoQ

Shares Held

1,125

0.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,309	1,125	0.0%	Shares	Sole	2026-05-14
2025-12-31	$32,710	1,125	0.0%	Shares	Sole	2026-02-13
2025-09-30	$25,688	1,125	0.0%	Shares	Sole	2025-11-13
2025-06-30	$22,637	1,125	0.0%	Shares	Sole	2025-08-11
2025-03-31	$20,373	1,125	0.0%	Shares	Sole	2025-05-08
2024-12-31	$18,792	1,125	0.0%	Shares	Sole	2025-02-12
2024-09-30	$20,623	1,125	0.0%	Shares	Sole	2024-11-12
2024-06-30	$20,045	1,125	0.0%	Shares	Sole	2024-12-12
2024-03-31	$21,042	1,125	0.0%	Shares	Sole	2024-12-12
2023-12-31	$22,745	1,125	0.0%	Shares	Sole	2024-12-12
2023-09-30	$25,893	1,125	0.0%	Shares	Sole	2024-12-12
2023-06-30	$25,600	1,125	0.0%	Shares	Sole	2024-12-12
2023-03-31	$30,384	1,125	0.0%	Shares	Sole	2023-05-04
2022-12-31	$37,149	1,125	0.0%	Shares	Sole	2024-12-12
2022-09-30	$45,198	1,125	0.0%	Shares	Sole	2024-12-12
2022-06-30	$40,182	1,125	0.0%	Shares	Sole	2022-08-04
2022-03-31	$47,002	1,125	0.0%	Shares	Sole	2022-05-11
2021-12-31	$39,638	1,125	0.0%	Shares	Sole	2022-03-28
2021-09-30	$40,128	1,125	0.0%	Shares	Sole	2021-11-02
2021-06-30	$58,423	1,125	0.0%	Shares	Sole	2021-08-09
2021-03-31	$55,091	1,125	0.0%	Shares	Sole	2021-04-27
2020-12-31	$51,651	1,125	0.0%	Shares	Sole	2021-02-01
2020-09-30	$48,714	1,125	0.0%	Shares	Sole	2020-11-03
2020-06-30	$41,127	1,125	0.0%	Shares	Sole	2020-07-17
2020-03-31	$49,992	1,125	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.