PRECEDENT WEALTH PARTNERS, LLC: DECM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on DECM, newest first. How the timeline and the estimate are built.
PRECEDENT WEALTH PARTNERS, LLC held 403,734 DECM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 403,734 sharesChange vs previous 13F -137,880 shares
2.26% of the 13F portfolio, value $13,611,771.
13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 541,614 sharesChange vs previous 13F +243,849 shares
3.54% of the 13F portfolio, value $17,693,446.
13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 297,765 sharesChange vs previous 13F +58,312 shares
2.05% of the 13F portfolio, value $9,780,300.
13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 239,453 sharesChange vs previous 13F +4,037 shares
1.7% of the 13F portfolio, value $7,724,730.
13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 235,416 sharesChange vs previous 13F -1,686 shares
1.82% of the 13F portfolio, value $7,422,666.
13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 237,102 sharesChange vs previous 13F not available
2.01% of the 13F portfolio, value $7,248,208.
13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).