Parcion Private Wealth LLC: WY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parcion Private Wealth LLC on WY, newest first. How the timeline and the estimate are built.
Parcion Private Wealth LLC held 571,278 WY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 571,278 sharesChange vs previous 13F +2,604 shares
0.76% of the 13F portfolio, value $13,676,395.
13F-HR 0001801263-26-000004 filed by Parcion Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 568,674 sharesChange vs previous 13F +1,419 shares
0.86% of the 13F portfolio, value $13,892,706.
13F-HR 0001801263-26-000003 filed by Parcion Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 567,255 sharesChange vs previous 13F +551 shares
0.82% of the 13F portfolio, value $13,438,271.
13F-HR 0001801263-26-000001 filed by Parcion Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 566,704 sharesChange vs previous 13F +208 shares
0.88% of the 13F portfolio, value $14,048,592.
13F-HR 0001801263-25-000008 filed by Parcion Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 566,496 sharesChange vs previous 13F +53 shares
1.04% of the 13F portfolio, value $14,553,282.
13F-HR 0001801263-25-000007 filed by Parcion Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 566,443 sharesChange vs previous 13F 0 shares
1.35% of the 13F portfolio, value $16,585,451.
13F-HR 0001801263-25-000005 filed by Parcion Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 566,443 sharesChange vs previous 13F 0 shares
1.22% of the 13F portfolio, value $15,945,370.
13F-HR 0001801263-25-000003 filed by Parcion Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 566,443 sharesChange vs previous 13F not available
1.6% of the 13F portfolio, value $19,179,760.
13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).