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Paragon Private Wealth Management, LLC: FDN position timeline

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

Paragon Private Wealth Management, LLC held 17,414 FDN 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 17,414 shares
    Change vs previous 13F -1,042 shares

    1.2% of the 13F portfolio, value $4,609,834.

    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 18,456 shares
    Change vs previous 13F -720 shares

    1.35% of the 13F portfolio, value $4,319,258.

    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 19,176 shares
    Change vs previous 13F -757 shares

    1.58% of the 13F portfolio, value $5,161,796.

    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 19,933 shares
    Change vs previous 13F -909 shares

    1.83% of the 13F portfolio, value $5,578,051.

    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 20,842 shares
    Change vs previous 13F -1,165 shares

    2.24% of the 13F portfolio, value $5,613,376.

    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 22,007 shares
    Change vs previous 13F -4,666 shares

    2.27% of the 13F portfolio, value $4,888,855.

    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 26,673 shares
    Change vs previous 13F +368 shares

    2.99% of the 13F portfolio, value $6,486,073.

    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 26,305 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $5,572,188.

    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).