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Paragon Private Wealth Management, LLC: VUSB position timeline

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

Paragon Private Wealth Management, LLC held 95,489 VUSB 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 95,489 shares
    Change vs previous 13F -8,541 shares

    1.24% of the 13F portfolio, value $4,753,447.

    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 104,030 shares
    Change vs previous 13F +6,163 shares

    1.62% of the 13F portfolio, value $5,179,146.

    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 97,867 shares
    Change vs previous 13F +32,186 shares

    1.5% of the 13F portfolio, value $4,877,691.

    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 65,681 shares
    Change vs previous 13F +4,680 shares

    1.08% of the 13F portfolio, value $3,283,722.

    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 61,001 shares
    Change vs previous 13F +17,575 shares

    1.21% of the 13F portfolio, value $3,041,815.

    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 43,426 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,165,003.

    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).