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Paragon Private Wealth Management, LLC: UL position timeline

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

Paragon Private Wealth Management, LLC held 3,869 UL 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 3,869 shares
    Change vs previous 13F -1,185 shares

    0.06% of the 13F portfolio, value $232,569.

    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 5,054 shares
    Change vs previous 13F +1,716 shares

    0.09% of the 13F portfolio, value $287,926.

    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 3,338 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $218,305.

    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).