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PRECEDENT WEALTH PARTNERS, LLC: IBDR position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 147,912 IBDR 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 147,912 shares
    Change vs previous 13F +5,174 shares

    0.6% of the 13F portfolio, value $3,583,910.

    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 142,738 shares
    Change vs previous 13F +4,155 shares

    0.69% of the 13F portfolio, value $3,459,991.

    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 138,583 shares
    Change vs previous 13F +8,550 shares

    0.7% of the 13F portfolio, value $3,357,874.

    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 130,033 shares
    Change vs previous 13F +5,280 shares

    0.7% of the 13F portfolio, value $3,159,812.

    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 124,753 shares
    Change vs previous 13F +12,770 shares

    0.74% of the 13F portfolio, value $3,025,269.

    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 111,983 shares
    Change vs previous 13F -12,316 shares

    0.75% of the 13F portfolio, value $2,711,112.

    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).

  7. period ended2024-12-31
    13F 124,299 shares
    Change vs previous 13F -13,707 shares

    0.98% of the 13F portfolio, value $2,991,881.

    13F-HR 0002008666-25-000001 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).

  8. period ended2024-09-30
    13F 138,006 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,353,556.

    13F-HR 0002008666-24-000005 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).