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PRECEDENT WEALTH PARTNERS, LLC: IBDW position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 203,531 IBDW 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 203,531 shares
    Change vs previous 13F +33,121 shares

    0.71% of the 13F portfolio, value $4,241,581.

    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 170,410 shares
    Change vs previous 13F +6,763 shares

    0.71% of the 13F portfolio, value $3,566,682.

    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 163,647 shares
    Change vs previous 13F +9,767 shares

    0.73% of the 13F portfolio, value $3,461,142.

    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 153,880 shares
    Change vs previous 13F +5,820 shares

    0.72% of the 13F portfolio, value $3,265,342.

    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 148,060 shares
    Change vs previous 13F +15,071 shares

    0.76% of the 13F portfolio, value $3,115,182.

    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 132,989 shares
    Change vs previous 13F -14,127 shares

    0.77% of the 13F portfolio, value $2,759,518.

    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 147,116 shares
    Change vs previous 13F -10,060 shares

    0.98% of the 13F portfolio, value $2,993,802.

    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 157,176 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,335,279.

    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).