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Paragon Private Wealth Management, LLC: IWR position timeline

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

Paragon Private Wealth Management, LLC held 86,740 IWR 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 86,740 shares
    Change vs previous 13F -59 shares

    2.5% of the 13F portfolio, value $9,569,137.

    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 86,799 shares
    Change vs previous 13F +2,488 shares

    2.64% of the 13F portfolio, value $8,439,427.

    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 84,311 shares
    Change vs previous 13F -805 shares

    2.49% of the 13F portfolio, value $8,116,639.

    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 85,116 shares
    Change vs previous 13F +3,789 shares

    2.69% of the 13F portfolio, value $8,217,902.

    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 81,327 shares
    Change vs previous 13F +2,101 shares

    2.98% of the 13F portfolio, value $7,479,638.

    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 79,226 shares
    Change vs previous 13F +14,442 shares

    3.13% of the 13F portfolio, value $6,739,732.

    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 64,784 shares
    Change vs previous 13F +5,997 shares

    2.64% of the 13F portfolio, value $5,726,915.

    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 58,787 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $5,181,450.

    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).