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Disclosery

Parcion Private Wealth LLC: PEP position timeline

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

Parcion Private Wealth LLC held 5,869 PEP 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 5,869 shares
    Change vs previous 13F -699 shares

    0.04% of the 13F portfolio, value $794,663.

    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 6,568 shares
    Change vs previous 13F -1,416 shares

    0.06% of the 13F portfolio, value $1,019,945.

    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 7,984 shares
    Change vs previous 13F +1,836 shares

    0.07% of the 13F portfolio, value $1,145,864.

    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 6,148 shares
    Change vs previous 13F +3,103 shares

    0.05% of the 13F portfolio, value $863,425.

    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 3,045 shares
    Change vs previous 13F +1,327 shares

    0.03% of the 13F portfolio, value $402,062.

    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 1,718 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $257,597.

    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).