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PRECEDENT WEALTH PARTNERS, LLC: ONEY position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 10,929 ONEY 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 10,929 shares
    Change vs previous 13F -1,855 shares

    0.23% of the 13F portfolio, value $1,400,005.

    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 12,784 shares
    Change vs previous 13F -63 shares

    0.31% of the 13F portfolio, value $1,534,716.

    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 12,847 shares
    Change vs previous 13F +217 shares

    0.31% of the 13F portfolio, value $1,458,917.

    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 12,630 shares
    Change vs previous 13F +2,235 shares

    0.31% of the 13F portfolio, value $1,429,197.

    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 10,395 shares
    Change vs previous 13F -2,044 shares

    0.28% of the 13F portfolio, value $1,125,438.

    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 12,439 shares
    Change vs previous 13F +5,171 shares

    0.38% of the 13F portfolio, value $1,358,803.

    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 7,268 shares
    Change vs previous 13F +148 shares

    0.26% of the 13F portfolio, value $791,214.

    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 7,120 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $798,579.

    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).