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Disclosery

Parcion Private Wealth LLC: RMD position timeline

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

Parcion Private Wealth LLC held 31,110 RMD 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 31,110 shares
    Change vs previous 13F -187 shares

    0.34% of the 13F portfolio, value $6,062,704.

    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 31,297 shares
    Change vs previous 13F -835 shares

    0.44% of the 13F portfolio, value $7,025,503.

    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 32,132 shares
    Change vs previous 13F -900 shares

    0.47% of the 13F portfolio, value $7,739,669.

    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 33,032 shares
    Change vs previous 13F -489 shares

    0.56% of the 13F portfolio, value $9,041,944.

    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 33,521 shares
    Change vs previous 13F +262 shares

    0.62% of the 13F portfolio, value $8,648,337.

    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 33,259 shares
    Change vs previous 13F +1,044 shares

    0.61% of the 13F portfolio, value $7,445,051.

    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 32,215 shares
    Change vs previous 13F +302 shares

    0.56% of the 13F portfolio, value $7,367,319.

    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 31,913 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $7,790,514.

    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).