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Disclosery

Parcion Private Wealth LLC: FATE position timeline

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

Parcion Private Wealth LLC held 21,555 FATE 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 21,555 shares
    Change vs previous 13F +5,087 shares

    <0.01% of the 13F portfolio, value $58,199.

    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 16,468 shares
    Change vs previous 13F +2,411 shares

    <0.01% of the 13F portfolio, value $19,762.

    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 14,057 shares
    Change vs previous 13F -412 shares

    <0.01% of the 13F portfolio, value $13,812.

    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 14,469 shares
    Change vs previous 13F -16,316 shares

    <0.01% of the 13F portfolio, value $18,231.

    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 30,785 shares
    Change vs previous 13F +392 shares

    <0.01% of the 13F portfolio, value $34,479.

    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 30,393 shares
    Change vs previous 13F +2,393 shares

    <0.01% of the 13F portfolio, value $24,014.

    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 28,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $46,200.

    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 28,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $98,000.

    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).