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PRECEDENT WEALTH PARTNERS, LLC: DFEB position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 40,701 DFEB 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 40,701 shares
    Change vs previous 13F +511 shares

    0.34% of the 13F portfolio, value $2,055,091.

    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 40,190 shares
    Change vs previous 13F -49,326 shares

    0.38% of the 13F portfolio, value $1,903,800.

    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 89,516 shares
    Change vs previous 13F -130,711 shares

    0.9% of the 13F portfolio, value $4,271,847.

    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 220,227 shares
    Change vs previous 13F -23,430 shares

    2.26% of the 13F portfolio, value $10,248,594.

    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 243,657 shares
    Change vs previous 13F +6,833 shares

    2.66% of the 13F portfolio, value $10,877,945.

    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 236,824 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $9,982,132.

    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).