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PRECEDENT WEALTH PARTNERS, LLC: BUFH position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 323,253 BUFH 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 323,253 shares
    Change vs previous 13F -12,199 shares

    1.15% of the 13F portfolio, value $6,920,848.

    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 335,452 shares
    Change vs previous 13F +321,985 shares

    1.4% of the 13F portfolio, value $6,984,816.

    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 13,467 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $280,854.

    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).