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PRECEDENT WEALTH PARTNERS, LLC: BSMV position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 216,030 BSMV 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 216,030 shares
    Change vs previous 13F +14,039 shares

    0.75% of the 13F portfolio, value $4,533,390.

    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 201,991 shares
    Change vs previous 13F +12,074 shares

    0.84% of the 13F portfolio, value $4,217,632.

    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 189,917 shares
    Change vs previous 13F +11,826 shares

    0.84% of the 13F portfolio, value $4,013,896.

    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 178,091 shares
    Change vs previous 13F +21,122 shares

    0.82% of the 13F portfolio, value $3,741,692.

    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 156,969 shares
    Change vs previous 13F +15,574 shares

    0.79% of the 13F portfolio, value $3,236,701.

    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 141,395 shares
    Change vs previous 13F +67,193 shares

    0.81% of the 13F portfolio, value $2,931,118.

    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 74,202 shares
    Change vs previous 13F +3,171 shares

    0.51% of the 13F portfolio, value $1,553,048.

    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 71,031 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,513,316.

    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).