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Paragon Private Wealth Management, LLC: COWZ position timeline

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

Paragon Private Wealth Management, LLC held 46,948 COWZ 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 46,948 shares
    Change vs previous 13F +1,807 shares

    0.76% of the 13F portfolio, value $2,920,135.

    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 45,141 shares
    Change vs previous 13F +266 shares

    0.88% of the 13F portfolio, value $2,824,010.

    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 44,875 shares
    Change vs previous 13F +2,001 shares

    0.83% of the 13F portfolio, value $2,700,129.

    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 42,874 shares
    Change vs previous 13F +2,079 shares

    0.81% of the 13F portfolio, value $2,463,969.

    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 40,795 shares
    Change vs previous 13F +16,936 shares

    0.9% of the 13F portfolio, value $2,247,805.

    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 23,859 shares
    Change vs previous 13F +17,807 shares

    0.61% of the 13F portfolio, value $1,306,519.

    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 6,052 shares
    Change vs previous 13F +2,257 shares

    0.16% of the 13F portfolio, value $341,826.

    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 3,795 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $219,472.

    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).