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Disclosery

Parcion Private Wealth LLC: SPY position timeline

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

Parcion Private Wealth LLC held 5,299 SPY 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 5,299 shares
    Change vs previous 13F -724 shares

    0.22% of the 13F portfolio, value $3,957,432.

    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 6,023 shares
    Change vs previous 13F -460 shares

    0.24% of the 13F portfolio, value $3,917,080.

    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 6,483 shares
    Change vs previous 13F -438 shares

    0.27% of the 13F portfolio, value $4,420,557.

    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 6,921 shares
    Change vs previous 13F -1,761 shares

    0.29% of the 13F portfolio, value $4,610,599.

    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 8,682 shares
    Change vs previous 13F -1,397 shares

    0.38% of the 13F portfolio, value $5,364,402.

    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 10,079 shares
    Change vs previous 13F -2,846 shares

    0.46% of the 13F portfolio, value $5,637,926.

    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 12,925 shares
    Change vs previous 13F +12,294 shares

    0.58% of the 13F portfolio, value $7,575,084.

    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 631 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $362,043.

    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).