Paragon Private Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Lexington, KY
CIK
0001922684
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 129 125,694 13F-HR 8/3/2023 000117266123002743 Paragon Private Wealth Management, LLC
Q1 2023 129 118,564 13F-HR 4/17/2023 000117266123001710 Paragon Private Wealth Management, LLC
Q4 2022 127 110,839 13F-HR 2/13/2023 000117266123000755 Paragon Private Wealth Management, LLC
Q3 2022 121 102,789 13F-HR 11/2/2022 000160658722002105 Paragon Private Wealth Management, LLC
Q2 2022 112 93,838 13F-HR 7/18/2022 000160658722001340 Paragon Private Wealth Management, LLC
Q1 2022 110 102,482 RESTATEMENT 6/13/2022 000160658722001278 Paragon Private Wealth Management, LLC
Q1 2022 108 112,744 13F-HR 4/27/2022 000122107322000029 Paragon Private Wealth Management, LLC
Q4 2021 108 112,744 13F-HR 6/8/2022 000122107322000049 Paragon Private Wealth Management, LLC