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Paragon Private Wealth Management, LLC: SMIZ position timeline

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

Paragon Private Wealth Management, LLC held 26,596 SMIZ 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 26,596 shares
    Change vs previous 13F -640 shares

    0.31% of the 13F portfolio, value $1,186,692.

    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 27,236 shares
    Change vs previous 13F -1,101 shares

    0.32% of the 13F portfolio, value $1,009,616.

    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 28,337 shares
    Change vs previous 13F +3,142 shares

    0.32% of the 13F portfolio, value $1,048,185.

    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 25,195 shares
    Change vs previous 13F -2,368 shares

    0.31% of the 13F portfolio, value $941,033.

    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 27,563 shares
    Change vs previous 13F +4,859 shares

    0.37% of the 13F portfolio, value $934,110.

    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 22,704 shares
    Change vs previous 13F +8,959 shares

    0.32% of the 13F portfolio, value $686,942.

    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 13,745 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $456,049.

    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).