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PARAGON FINANCIAL PARTNERS, INC.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PARAGON FINANCIAL PARTNERS, INC. on XLU, newest first. How the timeline and the estimate are built.

PARAGON FINANCIAL PARTNERS, INC. held 151,817 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,817 shares
    Change vs previous 13F -356 shares

    3.62% of the 13F portfolio, value $6,733,106.

    13F-HR 0001951757-26-001191 filed by PARAGON FINANCIAL PARTNERS, INC.
    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 152,173 shares
    Change vs previous 13F +61,847 shares

    4.02% of the 13F portfolio, value $7,071,458.

    13F-HR 0001951757-26-000631 filed by PARAGON FINANCIAL PARTNERS, INC.
    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 90,326 shares
    Change vs previous 13F +45,297 shares

    2.37% of the 13F portfolio, value $3,856,002.

    13F-HR 0001951757-26-000248 filed by PARAGON FINANCIAL PARTNERS, INC.
    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 45,029 shares
    Change vs previous 13F +114 shares

    2.48% of the 13F portfolio, value $3,927,022.

    13F-HR 0001951757-25-001407 filed by PARAGON FINANCIAL PARTNERS, INC.
    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 44,915 shares
    Change vs previous 13F -413 shares

    2.51% of the 13F portfolio, value $3,667,788.

    13F-HR 0001951757-25-001003 filed by PARAGON FINANCIAL PARTNERS, INC.
    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 45,328 shares
    Change vs previous 13F +118 shares

    2.8% of the 13F portfolio, value $3,574,149.

    13F-HR 0001951757-25-000340 filed by PARAGON FINANCIAL PARTNERS, INC.
    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 45,210 shares
    Change vs previous 13F -5,475 shares

    2.58% of the 13F portfolio, value $3,421,931.

    13F-HR 0001951757-25-000072 filed by PARAGON FINANCIAL PARTNERS, INC.
    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 50,685 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $4,094,356.

    13F-HR 0001951757-24-001038 filed by PARAGON FINANCIAL PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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