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Paragon Private Wealth Management, LLC: SPLV position timeline

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

Paragon Private Wealth Management, LLC held 18,066 SPLV 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 18,066 shares
    Change vs previous 13F -708 shares

    0.35% of the 13F portfolio, value $1,353,145.

    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 18,774 shares
    Change vs previous 13F -1,285 shares

    0.43% of the 13F portfolio, value $1,373,127.

    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 20,059 shares
    Change vs previous 13F -321 shares

    0.44% of the 13F portfolio, value $1,432,616.

    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 20,380 shares
    Change vs previous 13F -1,185 shares

    0.49% of the 13F portfolio, value $1,497,522.

    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 21,565 shares
    Change vs previous 13F -2,174 shares

    0.63% of the 13F portfolio, value $1,570,363.

    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 23,739 shares
    Change vs previous 13F -4,523 shares

    0.82% of the 13F portfolio, value $1,773,780.

    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 28,262 shares
    Change vs previous 13F +579 shares

    0.91% of the 13F portfolio, value $1,978,311.

    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 27,683 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,985,702.

    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).