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PRECEDENT WEALTH PARTNERS, LLC: SPAB position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 144,942 SPAB 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 144,942 shares
    Change vs previous 13F +18,695 shares

    0.62% of the 13F portfolio, value $3,698,911.

    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 126,247 shares
    Change vs previous 13F +11,173 shares

    0.65% of the 13F portfolio, value $3,234,452.

    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 115,074 shares
    Change vs previous 13F +18,172 shares

    0.62% of the 13F portfolio, value $2,963,149.

    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 96,902 shares
    Change vs previous 13F +12,633 shares

    0.55% of the 13F portfolio, value $2,504,927.

    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 84,269 shares
    Change vs previous 13F +7,443 shares

    0.53% of the 13F portfolio, value $2,157,292.

    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 76,826 shares
    Change vs previous 13F -7,912 shares

    0.54% of the 13F portfolio, value $1,962,124.

    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 84,738 shares
    Change vs previous 13F -1,603 shares

    0.69% of the 13F portfolio, value $2,117,614.

    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 86,341 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,256,949.

    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).