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PRECEDENT WEALTH PARTNERS, LLC: IBDS position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 169,417 IBDS 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 169,417 shares
    Change vs previous 13F +23,789 shares

    0.68% of the 13F portfolio, value $4,103,281.

    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 145,628 shares
    Change vs previous 13F +5,844 shares

    0.71% of the 13F portfolio, value $3,530,042.

    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 139,784 shares
    Change vs previous 13F +8,901 shares

    0.71% of the 13F portfolio, value $3,393,947.

    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 130,883 shares
    Change vs previous 13F +5,267 shares

    0.7% of the 13F portfolio, value $3,185,703.

    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 125,616 shares
    Change vs previous 13F +12,848 shares

    0.75% of the 13F portfolio, value $3,048,695.

    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 112,768 shares
    Change vs previous 13F -12,468 shares

    0.76% of the 13F portfolio, value $2,726,729.

    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 125,236 shares
    Change vs previous 13F -13,652 shares

    0.98% of the 13F portfolio, value $3,000,658.

    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 138,888 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,384,695.

    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).