PRECEDENT WEALTH PARTNERS, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on PG, newest first. How the timeline and the estimate are built.
PRECEDENT WEALTH PARTNERS, LLC held 2,965 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 2,965 sharesChange vs previous 13F +1,384 shares
0.07% of the 13F portfolio, value $434,833.
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 1,581 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $228,359.
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 1,581 sharesChange vs previous 13F -60 shares
0.05% of the 13F portfolio, value $226,573.
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 1,641 sharesChange vs previous 13F -61 shares
0.06% of the 13F portfolio, value $252,140.
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 1,702 sharesChange vs previous 13F +408 shares
0.07% of the 13F portfolio, value $271,163.
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 1,294 sharesChange vs previous 13F +10 shares
0.06% of the 13F portfolio, value $220,523.
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 1,284 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $215,263.
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).