PRECEDENT WEALTH PARTNERS, LLC: DLN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on DLN, newest first. How the timeline and the estimate are built.
PRECEDENT WEALTH PARTNERS, LLC held 2,182 DLN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 2,182 sharesChange vs previous 13F +2,182 shares
0.03% of the 13F portfolio, value $210,170.
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 ended2025-06-3013F 0 sharesChange vs previous 13F -2,561 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,561 sharesChange vs previous 13F -822 shares
0.06% of the 13F portfolio, value $203,267.
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 3,383 sharesChange vs previous 13F -235 shares
0.09% of the 13F portfolio, value $263,164.
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 3,618 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $284,230.
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).