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Paragon Private Wealth Management, LLC: FXR position timeline

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

Paragon Private Wealth Management, LLC held 20,002 FXR 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 20,002 shares
    Change vs previous 13F -331 shares

    0.48% of the 13F portfolio, value $1,822,597.

    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 20,333 shares
    Change vs previous 13F -864 shares

    0.52% of the 13F portfolio, value $1,659,785.

    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 21,197 shares
    Change vs previous 13F -353 shares

    0.52% of the 13F portfolio, value $1,693,004.

    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 21,550 shares
    Change vs previous 13F -2,989 shares

    0.55% of the 13F portfolio, value $1,682,193.

    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 24,539 shares
    Change vs previous 13F -1,911 shares

    0.73% of the 13F portfolio, value $1,821,285.

    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 26,450 shares
    Change vs previous 13F -10,399 shares

    0.86% of the 13F portfolio, value $1,841,993.

    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 36,849 shares
    Change vs previous 13F +1,488 shares

    1.27% of the 13F portfolio, value $2,756,659.

    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 35,361 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,678,916.

    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).