PRECEDENT WEALTH PARTNERS, LLC: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on META, newest first. How the timeline and the estimate are built.
PRECEDENT WEALTH PARTNERS, LLC held 1,164 META shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 1,164 sharesChange vs previous 13F -92 shares
0.11% of the 13F portfolio, value $655,852.
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 1,256 sharesChange vs previous 13F -120 shares
0.14% of the 13F portfolio, value $718,744.
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 1,376 sharesChange vs previous 13F +78 shares
0.19% of the 13F portfolio, value $908,455.
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 1,298 sharesChange vs previous 13F +100 shares
0.21% of the 13F portfolio, value $953,416.
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 1,198 sharesChange vs previous 13F +75 shares
0.22% of the 13F portfolio, value $884,424.
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 1,123 sharesChange vs previous 13F +90 shares
0.18% of the 13F portfolio, value $647,402.
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 1,033 sharesChange vs previous 13F -5 shares
0.2% of the 13F portfolio, value $604,984.
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 1,038 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $594,335.
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).