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Paragon Private Wealth Management, LLC: SGOL position timeline

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

Paragon Private Wealth Management, LLC held 31,537 SGOL 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 31,537 shares
    Change vs previous 13F -426 shares

    0.31% of the 13F portfolio, value $1,205,660.

    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 31,963 shares
    Change vs previous 13F -159 shares

    0.45% of the 13F portfolio, value $1,426,189.

    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 32,122 shares
    Change vs previous 13F -1,974 shares

    0.41% of the 13F portfolio, value $1,319,572.

    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 34,096 shares
    Change vs previous 13F -506 shares

    0.41% of the 13F portfolio, value $1,255,074.

    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 34,602 shares
    Change vs previous 13F -2,223 shares

    0.43% of the 13F portfolio, value $1,091,347.

    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 36,825 shares
    Change vs previous 13F -3,472 shares

    0.51% of the 13F portfolio, value $1,098,122.

    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 40,297 shares
    Change vs previous 13F +4,292 shares

    0.47% of the 13F portfolio, value $1,009,440.

    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 36,005 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $904,806.

    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).