Paragon Private Wealth Management, LLC historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Paragon Private Wealth Management, LLC opened 0 positions, added to 0, reduced 4 and sold out of 1.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1922684), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-19); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Eaton-Cambridge Inc. | United States | $0.320B | 56 |
| Oxler Private Wealth LLC | United States | $0.319B | 92 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | United States | $0.319B | 251 |
| Sagewood Asset Management LP | United States | $0.319B | 337 |
| Stephens Greth Foundation | United States | $0.320B | 4 |
| SAM Advisors, LLC | United States | $0.319B | 47 |
| JEPPSON WEALTH MANAGEMENT, LLC | United States | $0.319B | 235 |
| Storen Legacy Partners, LLC | United States | $0.319B | 102 |
| FORTRESS PRIVATE LEDGER, LLC | United States | $0.320B | 252 |
| Quaker Wealth Management, LLC | United States | $0.320B | 975 |