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PRECEDENT WEALTH PARTNERS, LLC: IBDV position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 194,222 IBDV 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 194,222 shares
    Change vs previous 13F +31,923 shares

    0.7% of the 13F portfolio, value $4,234,037.

    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 162,299 shares
    Change vs previous 13F +6,513 shares

    0.71% of the 13F portfolio, value $3,552,736.

    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 155,786 shares
    Change vs previous 13F +9,438 shares

    0.72% of the 13F portfolio, value $3,438,189.

    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 146,348 shares
    Change vs previous 13F +6,265 shares

    0.71% of the 13F portfolio, value $3,241,605.

    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 140,083 shares
    Change vs previous 13F +14,381 shares

    0.75% of the 13F portfolio, value $3,079,034.

    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 125,702 shares
    Change vs previous 13F -13,717 shares

    0.76% of the 13F portfolio, value $2,730,248.

    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 139,419 shares
    Change vs previous 13F -10,308 shares

    0.97% of the 13F portfolio, value $2,977,999.

    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 149,727 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $3,319,441.

    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).