Skip to content
Disclosery

Paradigm, Strategies in Wealth Management, LLC: IBDZ 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 IBDZ, newest first. How the timeline and the estimate are built.

Paradigm, Strategies in Wealth Management, LLC held 155,677 IBDZ 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 155,677 shares
    Change vs previous 13F -39,682 shares

    2.47% of the 13F portfolio, value $4,055,398.

    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 195,359 shares
    Change vs previous 13F -21,454 shares

    3.45% of the 13F portfolio, value $5,091,055.

    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 216,813 shares
    Change vs previous 13F -1,102 shares

    3.75% of the 13F portfolio, value $5,717,359.

    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 217,915 shares
    Change vs previous 13F -8,587 shares

    3.69% of the 13F portfolio, value $5,768,200.

    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 226,502 shares
    Change vs previous 13F -6,419 shares

    3.87% of the 13F portfolio, value $5,918,489.

    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 232,921 shares
    Change vs previous 13F +3,207 shares

    4.05% of the 13F portfolio, value $6,005,972.

    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 229,714 shares
    Change vs previous 13F +43,645 shares

    3.85% of the 13F portfolio, value $5,846,223.

    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 186,069 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $4,969,903.

    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).