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Disclosery

Parcion Private Wealth LLC: PNW position timeline

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

Parcion Private Wealth LLC held 24,076 PNW 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 24,076 shares
    Change vs previous 13F +340 shares

    0.14% of the 13F portfolio, value $2,576,132.

    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 23,736 shares
    Change vs previous 13F +145 shares

    0.15% of the 13F portfolio, value $2,391,402.

    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 23,591 shares
    Change vs previous 13F +415 shares

    0.13% of the 13F portfolio, value $2,092,522.

    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 23,176 shares
    Change vs previous 13F +209 shares

    0.13% of the 13F portfolio, value $2,077,961.

    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 22,967 shares
    Change vs previous 13F +76 shares

    0.15% of the 13F portfolio, value $2,054,858.

    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 22,891 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,180,368.

    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 22,891 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,940,470.

    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 22,891 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,027,914.

    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).