PRECEDENT WEALTH PARTNERS, LLC: JPEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on JPEM, newest first. How the timeline and the estimate are built.
PRECEDENT WEALTH PARTNERS, LLC held 3,710 JPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 3,710 sharesChange vs previous 13F -1,032 shares
0.04% of the 13F portfolio, value $232,914.
13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,742 sharesChange vs previous 13F -786 shares
0.06% of the 13F portfolio, value $294,604.
13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,528 sharesChange vs previous 13F -215 shares
0.07% of the 13F portfolio, value $335,715.
13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,743 sharesChange vs previous 13F -9,519 shares
0.07% of the 13F portfolio, value $338,813.
13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,262 sharesChange vs previous 13F -161 shares
0.21% of the 13F portfolio, value $860,972.
13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,423 sharesChange vs previous 13F -1,074 shares
0.23% of the 13F portfolio, value $813,113.
13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,497 sharesChange vs previous 13F -500 shares
0.28% of the 13F portfolio, value $855,907.
13F-HR 0002008666-25-000001 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,997 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $962,515.
13F-HR 0002008666-24-000005 filed by PRECEDENT WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).