Paragon Private Wealth Management, LLC: GS position timeline

Paragon Private Wealth Management, LLC held 627 GS 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 627 shares

   Change vs previous 13F +1 shares

   0.17% of the 13F portfolio, value $634,883.

   13F-HR 0002085853-26-000883 filed by Paragon Private Wealth Management, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 626 shares

   Change vs previous 13F +126 shares

   0.17% of the 13F portfolio, value $530,032.

   13F-HR 0002085853-26-000606 filed by Paragon Private Wealth Management, LLC
   Filed 2026-05-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 500 shares

   Change vs previous 13F +14 shares

   0.13% of the 13F portfolio, value $439,679.

   13F-HR 0001922684-26-000001 filed by Paragon Private Wealth Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 486 shares

   Change vs previous 13F +170 shares

   0.13% of the 13F portfolio, value $387,112.

   13F-HR 0001172661-25-004529 filed by Paragon Private Wealth Management, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 316 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $224,086.

   13F-HR 0001172661-25-003408 filed by Paragon Private Wealth Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).