PRECEDENT WEALTH PARTNERS, LLC: IBDY position timeline

PRECEDENT WEALTH PARTNERS, LLC held 151,321 IBDY 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 151,321 shares

   Change vs previous 13F +22,780 shares

   0.65% of the 13F portfolio, value $3,895,756.

   13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 128,541 shares

   Change vs previous 13F +6,523 shares

   0.67% of the 13F portfolio, value $3,322,796.

   13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 122,018 shares

   Change vs previous 13F +91,978 shares

   0.67% of the 13F portfolio, value $3,189,551.

   13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 30,040 shares

   Change vs previous 13F +17,739 shares

   0.17% of the 13F portfolio, value $787,949.

   13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 12,301 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $318,657.

   13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).