Current Market Value 363,253,810
Current Holdings 40
Most Recent File Date 2024-01-03
Total Filings on Record 29
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Paragon Wealth Strategies, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-01-03 2023-12-31 13F-HR 40 363,254
2023-10-16 2023-09-30 13F-HR 38 335,239
2023-07-27 2023-06-30 13F-HR 38 316,693
2023-04-26 2023-03-31 13F-HR 36 164,299
2023-01-30 2022-12-31 13F-HR 248 83,450,551
2022-11-03 2022-09-30 13F-HR 188 101,717
2022-07-11 2022-06-30 13F-HR 25 89,093
2022-04-22 2022-03-31 13F-HR 50 381,934
2022-01-20 2021-12-31 13F-HR 49 413,713
2021-10-29 2021-09-30 13F-HR 42 375,268
2021-07-12 2021-06-30 13F-HR 295 365,168
2021-04-08 2021-03-31 13F-HR 39 328,847
2021-01-26 2020-12-31 13F-HR 35 290,444
2020-10-26 2020-09-30 13F-HR 26 225,034
2020-07-24 2020-06-30 13F-HR 27 176,371
2020-04-24 2020-03-31 13F-HR 13 17,503
2020-01-27 2019-12-31 13F-HR 46 200,908
2019-10-30 2019-09-30 13F-HR 43 186,640
2019-07-17 2019-06-30 13F-HR 46 184,097
2019-04-17 2019-03-31 13F-HR 47 172,262
2019-01-15 2018-12-31 13F-HR 42 141,162
2018-10-16 2018-09-30 13F-HR 33 161,314
2018-07-24 2018-06-30 13F-HR 38 140,930
2018-04-24 2018-03-31 13F-HR 35 116,773
2018-01-29 2017-12-31 13F-HR 29 121,330
2017-10-11 2017-09-30 13F-HR 29 110,736
2017-08-01 2017-06-30 13F-HR 28 111,547
2017-04-28 2017-03-31 13F-HR 26 121,764
2017-01-30 2016-12-31 13F-HR 28 125,033