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Paragon Advisors, LLC: ZROZ position timeline

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

Paragon Advisors, LLC held 148,433 ZROZ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,433 shares
    Change vs previous 13F +5,024 shares

    2% of the 13F portfolio, value $9,514,577.

    13F-HR 0001799719-26-000006 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).

  2. period ended2026-03-31
    13F 143,409 shares
    Change vs previous 13F -8,931 shares

    2.48% of the 13F portfolio, value $9,179,620.

    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).

  3. period ended2025-12-31
    13F 152,340 shares
    Change vs previous 13F +8,030 shares

    2.66% of the 13F portfolio, value $9,787,875.

    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).

  4. period ended2025-09-30
    13F 144,310 shares
    Change vs previous 13F +89,701 shares

    2.53% of the 13F portfolio, value $9,807,330.

    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).

  5. period ended2025-06-30
    13F 54,609 shares
    Change vs previous 13F -26,871 shares

    0.96% of the 13F portfolio, value $3,662,625.

    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).

  6. period ended2025-03-31
    13F 81,480 shares
    Change vs previous 13F +16 shares

    2.21% of the 13F portfolio, value $5,836,413.

    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).

  7. period ended2024-12-31
    13F 81,464 shares
    Change vs previous 13F +27,440 shares

    1.92% of the 13F portfolio, value $5,590,046.

    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).

  8. period ended2024-09-30
    13F 54,024 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,452,638.

    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).