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Disclosery

Parcion Private Wealth LLC: CI position timeline

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

Parcion Private Wealth LLC held 1,089 CI 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 1,089 shares
    Change vs previous 13F -274 shares

    0.02% of the 13F portfolio, value $300,216.

    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 1,363 shares
    Change vs previous 13F +369 shares

    0.02% of the 13F portfolio, value $363,580.

    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 994 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $273,579.

    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).