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Paragon Private Wealth Management, LLC: JHMM position timeline

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

Paragon Private Wealth Management, LLC held 26,724 JHMM 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 26,724 shares
    Change vs previous 13F -2,198 shares

    0.52% of the 13F portfolio, value $2,003,197.

    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 28,922 shares
    Change vs previous 13F -26 shares

    0.61% of the 13F portfolio, value $1,941,245.

    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 28,948 shares
    Change vs previous 13F -4,212 shares

    0.58% of the 13F portfolio, value $1,895,515.

    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 33,160 shares
    Change vs previous 13F -712 shares

    0.7% of the 13F portfolio, value $2,145,120.

    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 33,872 shares
    Change vs previous 13F -2,689 shares

    0.82% of the 13F portfolio, value $2,070,595.

    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 36,561 shares
    Change vs previous 13F -9,462 shares

    0.97% of the 13F portfolio, value $2,094,919.

    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 46,023 shares
    Change vs previous 13F +3,155 shares

    1.27% of the 13F portfolio, value $2,748,926.

    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 42,868 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,580,654.

    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).