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Disclosery

Parcion Private Wealth LLC: DFEM position timeline

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

Parcion Private Wealth LLC held 2,602,795 DFEM 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 2,602,795 shares
    Change vs previous 13F -75,055 shares

    5.87% of the 13F portfolio, value $105,777,582.

    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 2,677,850 shares
    Change vs previous 13F -70,780 shares

    5.74% of the 13F portfolio, value $92,519,728.

    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 2,748,630 shares
    Change vs previous 13F +3,283 shares

    5.53% of the 13F portfolio, value $90,924,680.

    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 2,745,347 shares
    Change vs previous 13F -31,533 shares

    5.49% of the 13F portfolio, value $88,043,290.

    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 2,776,880 shares
    Change vs previous 13F -113,795 shares

    5.89% of the 13F portfolio, value $82,417,789.

    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 2,890,675 shares
    Change vs previous 13F +125,400 shares

    6.24% of the 13F portfolio, value $76,487,273.

    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).

  7. period ended2024-12-31
    13F 2,765,275 shares
    Change vs previous 13F +146,503 shares

    5.54% of the 13F portfolio, value $72,422,539.

    13F-HR 0001801263-25-000003 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).

  8. period ended2024-09-30
    13F 2,618,772 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $73,718,419.

    13F-HR 0001801263-24-000009 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).