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Paragon Private Wealth Management, LLC: V position timeline

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

Paragon Private Wealth Management, LLC held 10,358 V 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 10,358 shares
    Change vs previous 13F +417 shares

    0.93% of the 13F portfolio, value $3,553,717.

    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 9,941 shares
    Change vs previous 13F -367 shares

    0.94% of the 13F portfolio, value $3,004,838.

    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 10,308 shares
    Change vs previous 13F -98 shares

    1.11% of the 13F portfolio, value $3,615,302.

    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 10,406 shares
    Change vs previous 13F +2,133 shares

    1.16% of the 13F portfolio, value $3,552,562.

    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 8,273 shares
    Change vs previous 13F -33 shares

    1.17% of the 13F portfolio, value $2,937,316.

    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 8,306 shares
    Change vs previous 13F -482 shares

    1.35% of the 13F portfolio, value $2,911,035.

    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 8,788 shares
    Change vs previous 13F +605 shares

    1.28% of the 13F portfolio, value $2,777,424.

    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 8,183 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,249,932.

    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).