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Paragon Private Wealth Management, LLC: FXD position timeline

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

Paragon Private Wealth Management, LLC held 33,377 FXD 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 33,377 shares
    Change vs previous 13F -1,192 shares

    0.6% of the 13F portfolio, value $2,308,588.

    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 34,569 shares
    Change vs previous 13F -1,158 shares

    0.69% of the 13F portfolio, value $2,213,131.

    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 35,727 shares
    Change vs previous 13F -1,802 shares

    0.75% of the 13F portfolio, value $2,442,655.

    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 37,529 shares
    Change vs previous 13F -2,495 shares

    0.84% of the 13F portfolio, value $2,560,228.

    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 40,024 shares
    Change vs previous 13F -11,865 shares

    1.01% of the 13F portfolio, value $2,539,123.

    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 51,889 shares
    Change vs previous 13F -12,145 shares

    1.39% of the 13F portfolio, value $3,003,833.

    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 64,034 shares
    Change vs previous 13F +342 shares

    1.91% of the 13F portfolio, value $4,138,546.

    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 63,692 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $4,031,036.

    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).