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Paragon Private Wealth Management, LLC: XSMO position timeline

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

Paragon Private Wealth Management, LLC held 34,553 XSMO 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 34,553 shares
    Change vs previous 13F +1,451 shares

    0.84% of the 13F portfolio, value $3,235,220.

    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 33,102 shares
    Change vs previous 13F +223 shares

    0.79% of the 13F portfolio, value $2,516,387.

    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 32,879 shares
    Change vs previous 13F -550 shares

    0.73% of the 13F portfolio, value $2,367,617.

    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 33,429 shares
    Change vs previous 13F +2,731 shares

    0.81% of the 13F portfolio, value $2,459,372.

    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 30,698 shares
    Change vs previous 13F +13,715 shares

    0.83% of the 13F portfolio, value $2,088,078.

    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 16,983 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,065,683.

    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).