Skip to content
Disclosery

PRECEDENT WEALTH PARTNERS, LLC: BSMQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on BSMQ, newest first. How the timeline and the estimate are built.

PRECEDENT WEALTH PARTNERS, LLC held 127,638 BSMQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,638 shares
    Change vs previous 13F +2,325 shares

    0.5% of the 13F portfolio, value $3,005,237.

    13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, 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 125,313 shares
    Change vs previous 13F +2,925 shares

    0.59% of the 13F portfolio, value $2,960,519.

    13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, 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 122,388 shares
    Change vs previous 13F -6,289 shares

    0.61% of the 13F portfolio, value $2,893,864.

    13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, 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 128,677 shares
    Change vs previous 13F +17,592 shares

    0.67% of the 13F portfolio, value $3,039,994.

    13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, 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 111,085 shares
    Change vs previous 13F +10,046 shares

    0.64% of the 13F portfolio, value $2,617,163.

    13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, 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 101,039 shares
    Change vs previous 13F +32,335 shares

    0.66% of the 13F portfolio, value $2,385,531.

    13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, 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 68,704 shares
    Change vs previous 13F +2,740 shares

    0.53% of the 13F portfolio, value $1,619,353.

    13F-HR 0002008666-25-000001 filed by PRECEDENT WEALTH PARTNERS, 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 65,964 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,565,985.

    13F-HR 0002008666-24-000005 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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