Paragon Private Wealth Management, LLC quarter change: USA ADRs, Sold out
In depositary receipts for foreign shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Paragon Private Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1922684): 2026-03-31 (filed 2026-05-19) and 2026-06-30 (filed 2026-07-28). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |