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PRECEDENT WEALTH PARTNERS, LLC: DJAN position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 122,246 DJAN 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 122,246 shares
    Change vs previous 13F -2,194 shares

    0.93% of the 13F portfolio, value $5,565,151.

    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 124,440 shares
    Change vs previous 13F -56,105 shares

    1.06% of the 13F portfolio, value $5,292,433.

    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 180,545 shares
    Change vs previous 13F -34,915 shares

    1.64% of the 13F portfolio, value $7,838,361.

    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 215,460 shares
    Change vs previous 13F -2,181 shares

    2% of the 13F portfolio, value $9,080,540.

    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 217,641 shares
    Change vs previous 13F +20,593 shares

    2.15% of the 13F portfolio, value $8,778,833.

    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 197,048 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $7,481,913.

    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).