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PRECEDENT WEALTH PARTNERS, LLC: BSMS position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 179,962 BSMS 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 179,962 shares
    Change vs previous 13F +11,940 shares

    0.7% of the 13F portfolio, value $4,218,309.

    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 168,022 shares
    Change vs previous 13F +9,956 shares

    0.79% of the 13F portfolio, value $3,930,908.

    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 158,066 shares
    Change vs previous 13F +11,768 shares

    0.78% of the 13F portfolio, value $3,714,551.

    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 146,298 shares
    Change vs previous 13F +17,628 shares

    0.75% of the 13F portfolio, value $3,425,568.

    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 128,670 shares
    Change vs previous 13F +10,005 shares

    0.73% of the 13F portfolio, value $2,989,004.

    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 118,665 shares
    Change vs previous 13F +43,745 shares

    0.76% of the 13F portfolio, value $2,750,062.

    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 74,920 shares
    Change vs previous 13F +4,581 shares

    0.57% of the 13F portfolio, value $1,747,884.

    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 70,339 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,658,594.

    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).