Paragon Private Wealth Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1922684
LEXINGTON, KY
Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$634,128
+$104,539 QoQ
Shares Held
627
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,028
of 3,125 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $2,488,429 across 4 Capital Markets names. GS ranks #2 (25.5% of the industry book) .
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,128 | 627 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $529,589 | 626 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $439,500 | 500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $387,026 | 486 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $223,648 | 316 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||