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Paragon Private Wealth Management, LLC: RECS position timeline

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

Paragon Private Wealth Management, LLC held 57,233 RECS 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 57,233 shares
    Change vs previous 13F -9,580 shares

    0.65% of the 13F portfolio, value $2,477,048.

    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 66,813 shares
    Change vs previous 13F +6,809 shares

    0.82% of the 13F portfolio, value $2,604,374.

    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 60,004 shares
    Change vs previous 13F -1,679 shares

    0.75% of the 13F portfolio, value $2,450,567.

    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 61,683 shares
    Change vs previous 13F +4,063 shares

    0.82% of the 13F portfolio, value $2,488,909.

    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 57,620 shares
    Change vs previous 13F +6,442 shares

    0.84% of the 13F portfolio, value $2,119,840.

    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 51,178 shares
    Change vs previous 13F +13,730 shares

    0.79% of the 13F portfolio, value $1,699,624.

    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 37,448 shares
    Change vs previous 13F +704 shares

    0.6% of the 13F portfolio, value $1,296,455.

    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 36,744 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,245,987.

    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).