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Paradigm, Strategies in Wealth Management, LLC: IBDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paradigm, Strategies in Wealth Management, LLC on IBDX, newest first. How the timeline and the estimate are built.

Paradigm, Strategies in Wealth Management, LLC held 116,188 IBDX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,188 shares
    Change vs previous 13F -4,396 shares

    1.78% of the 13F portfolio, value $2,926,782.

    13F-HR 0001172661-26-002719 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 120,584 shares
    Change vs previous 13F -7,617 shares

    2.07% of the 13F portfolio, value $3,047,145.

    13F-HR 0001172661-26-001615 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 128,201 shares
    Change vs previous 13F -14,329 shares

    2.15% of the 13F portfolio, value $3,272,959.

    13F-HR 0001172661-26-000261 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 142,530 shares
    Change vs previous 13F -735 shares

    2.34% of the 13F portfolio, value $3,651,621.

    13F-HR 0001172661-25-004379 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 143,265 shares
    Change vs previous 13F -4,919 shares

    2.37% of the 13F portfolio, value $3,622,444.

    13F-HR 0001172661-25-002852 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 148,184 shares
    Change vs previous 13F -1,201 shares

    2.5% of the 13F portfolio, value $3,703,113.

    13F-HR 0001172661-25-001600 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 149,385 shares
    Change vs previous 13F -4,048 shares

    2.42% of the 13F portfolio, value $3,671,889.

    13F-HR 0001172661-25-000186 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 153,433 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $3,944,750.

    13F-HR 0001172661-24-004344 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).