Skip to content
Disclosery

Parcion Private Wealth LLC: SSNC position timeline

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

Parcion Private Wealth LLC held 69,172 SSNC 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 69,172 shares
    Change vs previous 13F +79 shares

    0.24% of the 13F portfolio, value $4,292,103.

    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 69,093 shares
    Change vs previous 13F -1,413 shares

    0.29% of the 13F portfolio, value $4,668,585.

    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 70,506 shares
    Change vs previous 13F -268 shares

    0.38% of the 13F portfolio, value $6,163,597.

    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 70,774 shares
    Change vs previous 13F -523 shares

    0.39% of the 13F portfolio, value $6,281,866.

    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 71,297 shares
    Change vs previous 13F -104 shares

    0.42% of the 13F portfolio, value $5,903,372.

    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 71,401 shares
    Change vs previous 13F +2,136 shares

    0.49% of the 13F portfolio, value $5,964,104.

    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 69,265 shares
    Change vs previous 13F +515 shares

    0.4% of the 13F portfolio, value $5,248,888.

    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 68,750 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,101,965.

    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).