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Disclosery

Paragon Private Wealth Management, LLC: BOTZ position timeline

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

Paragon Private Wealth Management, LLC held 41,156 BOTZ 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 41,156 shares
    Change vs previous 13F -3,191 shares

    0.41% of the 13F portfolio, value $1,561,442.

    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 44,347 shares
    Change vs previous 13F +3,664 shares

    0.46% of the 13F portfolio, value $1,473,193.

    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 40,683 shares
    Change vs previous 13F +1,330 shares

    0.45% of the 13F portfolio, value $1,473,957.

    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 39,353 shares
    Change vs previous 13F +10,750 shares

    0.46% of the 13F portfolio, value $1,394,289.

    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 28,603 shares
    Change vs previous 13F -2,257 shares

    0.37% of the 13F portfolio, value $933,881.

    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 30,860 shares
    Change vs previous 13F -9,968 shares

    0.41% of the 13F portfolio, value $878,269.

    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 40,828 shares
    Change vs previous 13F +5,078 shares

    0.6% of the 13F portfolio, value $1,304,449.

    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 35,750 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,149,357.

    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).