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Paragon Private Wealth Management, LLC: AVGO position timeline

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

Paragon Private Wealth Management, LLC held 20,711 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,711 shares
    Change vs previous 13F -902 shares

    2.04% of the 13F portfolio, value $7,823,122.

    13F-HR 0002085853-26-000883 filed by Paragon Private 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 21,613 shares
    Change vs previous 13F +1,840 shares

    2.09% of the 13F portfolio, value $6,689,205.

    13F-HR 0002085853-26-000606 filed by Paragon Private 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 19,773 shares
    Change vs previous 13F +4,499 shares

    2.1% of the 13F portfolio, value $6,843,619.

    13F-HR 0001922684-26-000001 filed by Paragon Private 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 15,274 shares
    Change vs previous 13F +2,702 shares

    1.65% of the 13F portfolio, value $5,039,132.

    13F-HR 0001172661-25-004529 filed by Paragon Private 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 12,572 shares
    Change vs previous 13F +1,215 shares

    1.38% of the 13F portfolio, value $3,465,582.

    13F-HR 0001172661-25-003408 filed by Paragon Private 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 11,357 shares
    Change vs previous 13F +2,004 shares

    0.88% of the 13F portfolio, value $1,901,551.

    13F-HR 0001172661-25-002405 filed by Paragon Private 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 9,353 shares
    Change vs previous 13F +1,393 shares

    1% of the 13F portfolio, value $2,168,290.

    13F-HR 0001172661-25-000568 filed by Paragon Private 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 7,960 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,373,100.

    13F-HR 0001172661-24-004501 filed by Paragon Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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