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Paragon Private Wealth Management, LLC: TAP position timeline

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

Paragon Private Wealth Management, LLC held 0 TAP shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,727 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5,727 shares
    Change vs previous 13F -962 shares

    0.08% of the 13F portfolio, value $259,147.

    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).

  3. period ended2025-06-30
    13F 6,689 shares
    Change vs previous 13F -3,586 shares

    0.13% of the 13F portfolio, value $321,674.

    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).

  4. period ended2025-03-31
    13F 10,275 shares
    Change vs previous 13F -1,496 shares

    0.29% of the 13F portfolio, value $625,439.

    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).

  5. period ended2024-12-31
    13F 11,771 shares
    Change vs previous 13F -529 shares

    0.31% of the 13F portfolio, value $674,714.

    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).

  6. period ended2024-09-30
    13F 12,300 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $707,496.

    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).