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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

  1. period ended2026-06-30
    13F 571,278 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 568,674 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 567,255 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 566,704 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 566,496 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 566,443 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 566,443 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 566,443 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).