Skip to content
Disclosery

PRECEDENT WEALTH PARTNERS, LLC: BSMT position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 178,979 BSMT 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 178,979 shares
    Change vs previous 13F +12,680 shares

    0.69% of the 13F portfolio, value $4,121,886.

    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 166,299 shares
    Change vs previous 13F +12,852 shares

    0.77% of the 13F portfolio, value $3,828,834.

    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 153,447 shares
    Change vs previous 13F +13,952 shares

    0.74% of the 13F portfolio, value $3,552,298.

    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 139,495 shares
    Change vs previous 13F +21,019 shares

    0.71% of the 13F portfolio, value $3,222,335.

    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 118,476 shares
    Change vs previous 13F +9,121 shares

    0.66% of the 13F portfolio, value $2,690,590.

    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 109,355 shares
    Change vs previous 13F +36,421 shares

    0.69% of the 13F portfolio, value $2,486,733.

    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 72,934 shares
    Change vs previous 13F +2,714 shares

    0.55% of the 13F portfolio, value $1,673,106.

    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 70,220 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,634,019.

    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).