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Disclosery

Parcion Private Wealth LLC: CB position timeline

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

Parcion Private Wealth LLC held 4,468 CB 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 4,468 shares
    Change vs previous 13F +272 shares

    0.08% of the 13F portfolio, value $1,522,426.

    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 4,196 shares
    Change vs previous 13F -149 shares

    0.08% of the 13F portfolio, value $1,367,602.

    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 4,345 shares
    Change vs previous 13F +3,041 shares

    0.08% of the 13F portfolio, value $1,356,162.

    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 1,304 shares
    Change vs previous 13F +397 shares

    0.02% of the 13F portfolio, value $368,055.

    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 907 shares
    Change vs previous 13F +211 shares

    0.02% of the 13F portfolio, value $262,776.

    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).

  6. period ended2025-03-31
    13F 696 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $210,185.

    13F-HR 0001801263-25-000005 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).