Paragon Private Wealth Management, LLC
Position in SMIZ — Zacks Small/Mid Cap ETF
CIK 1922684
LEXINGTON, KY
All Filings in SMIZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMIZ | $1,009,638 | 27,236 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 SMIZ | $1,048,185 | 28,337 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 SMIZ | $941,033 | 25,195 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 SMIZ | $934,109 | 27,563 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SMIZ | $686,931 | 22,704 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 SMIZ | $456,045 | 13,745 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||