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Disclosery

Parcion Private Wealth LLC: SPSB position timeline

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

Parcion Private Wealth LLC held 186,339 SPSB 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 186,339 shares
    Change vs previous 13F +40,651 shares

    0.31% of the 13F portfolio, value $5,592,023.

    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 145,688 shares
    Change vs previous 13F +6,880 shares

    0.27% of the 13F portfolio, value $4,380,824.

    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 138,808 shares
    Change vs previous 13F +1,123 shares

    0.26% of the 13F portfolio, value $4,192,002.

    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 137,685 shares
    Change vs previous 13F -2,625 shares

    0.26% of the 13F portfolio, value $4,170,485.

    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 140,310 shares
    Change vs previous 13F +12,908 shares

    0.3% of the 13F portfolio, value $4,235,974.

    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 127,402 shares
    Change vs previous 13F +1,685 shares

    0.31% of the 13F portfolio, value $3,834,802.

    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 125,717 shares
    Change vs previous 13F -7,052 shares

    0.29% of the 13F portfolio, value $3,753,908.

    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 132,769 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,020,238.

    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).