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PRECEDENT WEALTH PARTNERS, LLC: MO position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 39,421 MO 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 39,421 shares
    Change vs previous 13F +3,090 shares

    0.47% of the 13F portfolio, value $2,836,367.

    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 36,331 shares
    Change vs previous 13F +1,897 shares

    0.48% of the 13F portfolio, value $2,397,497.

    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 34,434 shares
    Change vs previous 13F +1,734 shares

    0.42% of the 13F portfolio, value $1,985,492.

    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 32,700 shares
    Change vs previous 13F +1,952 shares

    0.48% of the 13F portfolio, value $2,160,156.

    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 30,748 shares
    Change vs previous 13F +3,476 shares

    0.44% of the 13F portfolio, value $1,802,779.

    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 27,272 shares
    Change vs previous 13F +4,302 shares

    0.45% of the 13F portfolio, value $1,636,889.

    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 22,970 shares
    Change vs previous 13F -331 shares

    0.39% of the 13F portfolio, value $1,201,077.

    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 23,301 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,189,283.

    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).