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PRECEDENT WEALTH PARTNERS, LLC: DDEC position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 36,876 DDEC 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 36,876 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,747,001.

    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 36,876 shares
    Change vs previous 13F +27,119 shares

    0.33% of the 13F portfolio, value $1,632,869.

    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 9,757 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $439,943.

    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 9,757 shares
    Change vs previous 13F -25,988 shares

    0.09% of the 13F portfolio, value $427,064.

    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 35,745 shares
    Change vs previous 13F +19,553 shares

    0.37% of the 13F portfolio, value $1,492,761.

    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 16,192 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $633,756.

    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 16,192 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $649,947.

    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).