Skip to content
Disclosery

Parcion Private Wealth LLC: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parcion Private Wealth LLC on A, newest first. How the timeline and the estimate are built.

Parcion Private Wealth LLC held 4,298 A shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,298 shares
    Change vs previous 13F +438 shares

    0.03% of the 13F portfolio, value $570,903.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,860 shares
    Change vs previous 13F +1,102 shares

    0.03% of the 13F portfolio, value $439,963.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,758 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $375,282.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,736 shares
    Change vs previous 13F +269 shares

    0.02% of the 13F portfolio, value $351,166.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,467 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $291,130.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).