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PRECEDENT WEALTH PARTNERS, LLC: BSMW position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 173,161 BSMW 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 173,161 shares
    Change vs previous 13F +11,806 shares

    0.72% of the 13F portfolio, value $4,353,268.

    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 161,355 shares
    Change vs previous 13F +11,640 shares

    0.8% of the 13F portfolio, value $4,010,284.

    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 149,715 shares
    Change vs previous 13F +13,122 shares

    0.79% of the 13F portfolio, value $3,759,344.

    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 136,593 shares
    Change vs previous 13F +19,456 shares

    0.75% of the 13F portfolio, value $3,411,410.

    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 117,137 shares
    Change vs previous 13F +13,548 shares

    0.7% of the 13F portfolio, value $2,867,514.

    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 103,589 shares
    Change vs previous 13F +39,682 shares

    0.71% of the 13F portfolio, value $2,548,289.

    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 63,907 shares
    Change vs previous 13F +4,126 shares

    0.52% of the 13F portfolio, value $1,603,427.

    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 59,781 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,532,187.

    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).