# EDGAR Filing Document

**Accession Number:** 0001806094
**File Stem:** 0001806094-26-000003
**Filing Date:** 2026-4
**Character Count:** 2439
**Document Hash:** 29f24ab41c6fa2490276118d85106860
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001806094-26-000003.hdr.sgml**: 20260409

**ACCESSION NUMBER**: 0001806094-26-000003

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260409

**DATE AS OF CHANGE**: 20260409

**EFFECTIVENESS DATE**: 20260409

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PALM TREE SECURITIES LLC
- **CENTRAL INDEX KEY:** 0001806094

**ORGANIZATION NAME:**
- **EIN:** 845001163
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-70505
- **FILM NUMBER:** 26852644

**BUSINESS ADDRESS:**
- **STREET 1:** 11755 WILSHIRE BLVD
- **STREET 2:** STE 2300
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90025
- **BUSINESS PHONE:** (424) 220-6800

**MAIL ADDRESS:**
- **STREET 1:** 11755 WILSHIRE BLVD
- **STREET 2:** STE 2300
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90025

### Attached PDF Documents

**Attachment 1:** `PTS_LLC_2025_X17A5.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001806094

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** PALM TREE SECURITIES LLC

**Business Address:** 11755 WILSHIRE BLVD, STE 2300, LOS ANGELES, CA, 90025

**Contact Person:** Blake Helling

**Contact Phone:** 6466841262

### Independent Public Accountant Identification

**Accountant Name:** Baker Tilly US LLP

**Accountant Address:** 14555 Dallas Parkway - Suite 300, Dallas, TX, 75254

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Blake Christopher Helling**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **PALM TREE SECURITIES LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Blake Christopher Helling

**Title:** Director, Finance and Accounting and FINOPS