Paragon Private Wealth Management, LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1922684
LEXINGTON, KY
Position in ALLW
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$434,163
+$216,140 QoQ
Shares Held
15,049
+89.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
All Filings in ALLW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $434,163 | 15,049 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $218,023 | 7,931 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||