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PRECEDENT WEALTH PARTNERS, LLC: VONE position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 21,793 VONE 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 21,793 shares
    Change vs previous 13F +3,674 shares

    1.23% of the 13F portfolio, value $7,381,817.

    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 18,119 shares
    Change vs previous 13F +2,816 shares

    1.07% of the 13F portfolio, value $5,347,489.

    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 15,303 shares
    Change vs previous 13F +4,955 shares

    0.99% of the 13F portfolio, value $4,729,234.

    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 10,348 shares
    Change vs previous 13F +4,070 shares

    0.69% of the 13F portfolio, value $3,128,609.

    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 6,278 shares
    Change vs previous 13F -259 shares

    0.43% of the 13F portfolio, value $1,763,330.

    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 6,537 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,659,483.

    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).