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Disclosery

Parcion Private Wealth LLC: PID position timeline

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

Parcion Private Wealth LLC held 54,658 PID 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 54,658 shares
    Change vs previous 13F +64 shares

    0.07% of the 13F portfolio, value $1,213,415.

    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 54,594 shares
    Change vs previous 13F +269 shares

    0.08% of the 13F portfolio, value $1,214,497.

    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 54,325 shares
    Change vs previous 13F -8,763 shares

    0.07% of the 13F portfolio, value $1,195,147.

    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 63,088 shares
    Change vs previous 13F -144 shares

    0.08% of the 13F portfolio, value $1,341,702.

    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 63,232 shares
    Change vs previous 13F -1,038 shares

    0.09% of the 13F portfolio, value $1,296,254.

    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 64,270 shares
    Change vs previous 13F -1,799 shares

    0.1% of the 13F portfolio, value $1,225,638.

    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 66,069 shares
    Change vs previous 13F -8,034 shares

    0.09% of the 13F portfolio, value $1,209,731.

    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 74,103 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,465,749.

    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).