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PRECEDENT WEALTH PARTNERS, LLC: DG position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 18,132 DG 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 18,132 shares
    Change vs previous 13F +1,675 shares

    0.35% of the 13F portfolio, value $2,087,171.

    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 16,457 shares
    Change vs previous 13F +685 shares

    0.39% of the 13F portfolio, value $1,954,016.

    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 15,772 shares
    Change vs previous 13F +1,260 shares

    0.44% of the 13F portfolio, value $2,094,098.

    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 14,512 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,499,815.

    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).