PRECEDENT WEALTH PARTNERS, LLC: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on DEM, newest first. How the timeline and the estimate are built.
PRECEDENT WEALTH PARTNERS, LLC held 0 DEM shares at 2025-09-30 per its 13F-HR filed 2025-10-14.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -4,803 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 4,803 sharesChange vs previous 13F -93 shares
0.05% of the 13F portfolio, value $217,528.
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 4,896 sharesChange vs previous 13F -12,397 shares
0.06% of the 13F portfolio, value $206,024.
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).
- period ended2024-12-3113F 17,293 sharesChange vs previous 13F +4,153 shares
0.23% of the 13F portfolio, value $700,194.
13F-HR 0002008666-25-000001 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 ended2024-09-3013F 13,140 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $578,313.
13F-HR 0002008666-24-000005 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).