Paragon Private Wealth Management, LLC: FIW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paragon Private Wealth Management, LLC on FIW, newest first. How the timeline and the estimate are built.
Paragon Private Wealth Management, LLC held 0 FIW shares at 2025-09-30 per its 13F-HR filed 2025-11-03.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -2,420 shares
13F-HR 0001172661-25-004529 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,420 sharesChange vs previous 13F -462 shares
0.1% of the 13F portfolio, value $261,312.
13F-HR 0001172661-25-003408 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,882 sharesChange vs previous 13F -554 shares
0.13% of the 13F portfolio, value $290,246.
13F-HR 0001172661-25-002405 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,436 sharesChange vs previous 13F -179 shares
0.16% of the 13F portfolio, value $350,644.
13F-HR 0001172661-25-000568 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,615 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $395,228.
13F-HR 0001172661-24-004501 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).