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Disclosery

Parcion Private Wealth LLC: DOW position timeline

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

Parcion Private Wealth LLC held 68,127 DOW 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 68,127 shares
    Change vs previous 13F +395 shares

    0.1% of the 13F portfolio, value $1,863,955.

    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 67,732 shares
    Change vs previous 13F +5,035 shares

    0.17% of the 13F portfolio, value $2,821,038.

    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 62,697 shares
    Change vs previous 13F -2,548 shares

    0.09% of the 13F portfolio, value $1,465,856.

    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 65,245 shares
    Change vs previous 13F +27,270 shares

    0.09% of the 13F portfolio, value $1,496,068.

    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 37,975 shares
    Change vs previous 13F -29,119 shares

    0.07% of the 13F portfolio, value $1,005,578.

    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 67,094 shares
    Change vs previous 13F +15,321 shares

    0.19% of the 13F portfolio, value $2,342,922.

    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 51,773 shares
    Change vs previous 13F +9,006 shares

    0.16% of the 13F portfolio, value $2,077,651.

    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 42,767 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,336,361.

    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).