Heritage Wealth Advisors

Position in PALL — abrdn Palladium ETF Trust

CIK 1591122 RICHMOND, VA

Position in PALL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$124,200

-$27,348 QoQ

Shares Held

5,625

0.0% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#72

of 113 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,200	5,625	+400.0%	Shares	Sole	2026-08-14
2026-03-31	$151,548	1,125	0.0%	Shares	Sole	2026-05-14
2025-12-31	$163,552	1,125	0.0%	Shares	Sole	2026-02-13
2025-09-30	$128,441	1,125	0.0%	Shares	Sole	2025-11-13
2025-06-30	$113,186	1,125	0.0%	Shares	Sole	2025-08-11
2025-03-31	$101,868	1,125	0.0%	Shares	Sole	2025-05-08
2024-12-31	$93,960	1,125	0.0%	Shares	Sole	2025-02-12
2024-09-30	$103,117	1,125	0.0%	Shares	Sole	2024-11-12
2024-06-30	$100,226	1,125	0.0%	Shares	Sole	2024-12-12
2024-03-31	$105,210	1,125	0.0%	Shares	Sole	2024-12-12
2023-12-31	$113,726	1,125	0.0%	Shares	Sole	2024-12-12
2023-09-30	$129,465	1,125	0.0%	Shares	Sole	2024-12-12
2023-06-30	$128,002	1,125	0.0%	Shares	Sole	2024-12-12
2023-03-31	$151,920	1,125	0.0%	Shares	Sole	2023-05-04
2022-12-31	$185,748	1,125	0.0%	Shares	Sole	2024-12-12
2022-09-30	$225,990	1,125	0.0%	Shares	Sole	2022-11-10
2022-06-30	$200,913	1,125	0.0%	Shares	Sole	2022-08-04
2022-03-31	$235,012	1,125	0.0%	Shares	Sole	2022-05-11
2021-12-31	$198,191	1,125	0.0%	Shares	Sole	2022-03-28
2021-09-30	$200,643	1,125	0.0%	Shares	Sole	2021-11-02
2021-06-30	$292,117	1,125	0.0%	Shares	Sole	2021-08-09
2021-03-31	$275,456	1,125	0.0%	Shares	Sole	2021-04-27
2020-12-31	$258,255	1,125	0.0%	Shares	Sole	2021-02-01
2020-09-30	$243,573	1,125	0.0%	Shares	Sole	2020-11-03
2020-06-30	$205,638	1,125	0.0%	Shares	Sole	2020-07-17
2020-03-31	$249,963	1,125	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.