Skip to content
Disclosery

PRECEDENT WEALTH PARTNERS, LLC: BSMR position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 190,052 BSMR 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 190,052 shares
    Change vs previous 13F +18,141 shares

    0.75% of the 13F portfolio, value $4,492,829.

    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 171,911 shares
    Change vs previous 13F +14,018 shares

    0.81% of the 13F portfolio, value $4,066,382.

    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 157,893 shares
    Change vs previous 13F +11,747 shares

    0.78% of the 13F portfolio, value $3,736,569.

    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 146,146 shares
    Change vs previous 13F +17,412 shares

    0.76% of the 13F portfolio, value $3,457,814.

    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 128,734 shares
    Change vs previous 13F +13,538 shares

    0.74% of the 13F portfolio, value $3,021,387.

    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 115,196 shares
    Change vs previous 13F +42,713 shares

    0.75% of the 13F portfolio, value $2,712,866.

    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 72,483 shares
    Change vs previous 13F +2,648 shares

    0.56% of the 13F portfolio, value $1,710,599.

    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 69,835 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,655,090.

    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).