Paragon Private Wealth Management, LLC: RY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paragon Private Wealth Management, LLC on RY, newest first. How the timeline and the estimate are built.
Paragon Private Wealth Management, LLC held 3,954 RY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 3,954 sharesChange vs previous 13F +364 shares
0.21% of the 13F portfolio, value $818,359.
13F-HR 0002085853-26-000883 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,590 sharesChange vs previous 13F +476 shares
0.18% of the 13F portfolio, value $580,790.
13F-HR 0002085853-26-000606 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,114 sharesChange vs previous 13F +360 shares
0.16% of the 13F portfolio, value $530,906.
13F-HR 0001922684-26-000001 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,754 sharesChange vs previous 13F -310 shares
0.13% of the 13F portfolio, value $405,719.
13F-HR 0001172661-25-004529 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,064 sharesChange vs previous 13F +361 shares
0.16% of the 13F portfolio, value $403,069.
13F-HR 0001172661-25-003408 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,703 sharesChange vs previous 13F +218 shares
0.14% of the 13F portfolio, value $304,682.
13F-HR 0001172661-25-002405 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,485 sharesChange vs previous 13F +329 shares
0.14% of the 13F portfolio, value $299,467.
13F-HR 0001172661-25-000568 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,156 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $268,918.
13F-HR 0001172661-24-004501 filed by Paragon Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).