PRECEDENT WEALTH PARTNERS, LLC: D position timeline

PRECEDENT WEALTH PARTNERS, LLC held 0 D shares at 2025-09-30 per its 13F-HR filed 2025-10-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,802 shares

   13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 3,802 shares

   Change vs previous 13F -561 shares

   0.05% of the 13F portfolio, value $214,875.

   13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 4,363 shares

   Change vs previous 13F -6,739 shares

   0.07% of the 13F portfolio, value $244,653.

   13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 11,102 shares

   Change vs previous 13F -1,985 shares

   0.2% of the 13F portfolio, value $597,937.

   13F-HR 0002008666-25-000001 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 13,087 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $756,301.

   13F-HR 0002008666-24-000005 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).