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Disclosery

Paragon Advisors, LLC: ITOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paragon Advisors, LLC on ITOT, newest first. How the timeline and the estimate are built.

Paragon Advisors, LLC held 0 ITOT shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,444 shares

    13F-HR 0001799719-26-000004 filed by Paragon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,444 shares
    Change vs previous 13F -1,101 shares

    0.14% of the 13F portfolio, value $512,159.

    13F-HR 0001799719-26-000002 filed by Paragon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,545 shares
    Change vs previous 13F -344 shares

    0.17% of the 13F portfolio, value $661,950.

    13F-HR 0001799719-25-000007 filed by Paragon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,889 shares
    Change vs previous 13F +1,789 shares

    0.17% of the 13F portfolio, value $660,186.

    13F-HR 0001799719-25-000005 filed by Paragon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,100 shares
    Change vs previous 13F +136 shares

    0.14% of the 13F portfolio, value $378,257.

    13F-HR 0001799719-25-000003 filed by Paragon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,964 shares
    Change vs previous 13F +33 shares

    0.13% of the 13F portfolio, value $381,217.

    13F-HR 0001799719-25-000001 filed by Paragon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,931 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $368,148.

    13F-HR 0001799719-24-000006 filed by Paragon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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