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PRECEDENT WEALTH PARTNERS, LLC: IBDU position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 183,495 IBDU 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 183,495 shares
    Change vs previous 13F +31,155 shares

    0.71% of the 13F portfolio, value $4,249,740.

    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 152,340 shares
    Change vs previous 13F +6,048 shares

    0.71% of the 13F portfolio, value $3,543,446.

    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 146,292 shares
    Change vs previous 13F +9,036 shares

    0.72% of the 13F portfolio, value $3,423,966.

    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 137,256 shares
    Change vs previous 13F +5,705 shares

    0.71% of the 13F portfolio, value $3,221,394.

    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 131,551 shares
    Change vs previous 13F +13,515 shares

    0.75% of the 13F portfolio, value $3,069,074.

    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 118,036 shares
    Change vs previous 13F -13,003 shares

    0.76% of the 13F portfolio, value $2,730,182.

    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 131,039 shares
    Change vs previous 13F -13,983 shares

    0.97% of the 13F portfolio, value $2,987,691.

    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 145,022 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,409,478.

    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).