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PRECEDENT WEALTH PARTNERS, LLC: VOO position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 28,604 VOO 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 28,604 shares
    Change vs previous 13F +6,616 shares

    3.27% of the 13F portfolio, value $19,645,195.

    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 21,988 shares
    Change vs previous 13F +1,206 shares

    2.63% of the 13F portfolio, value $13,139,431.

    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 20,782 shares
    Change vs previous 13F +2,271 shares

    2.73% of the 13F portfolio, value $13,032,889.

    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 18,511 shares
    Change vs previous 13F +3,007 shares

    2.5% of the 13F portfolio, value $11,335,463.

    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 15,504 shares
    Change vs previous 13F +2,375 shares

    2.16% of the 13F portfolio, value $8,806,464.

    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 13,129 shares
    Change vs previous 13F +2,919 shares

    1.87% of the 13F portfolio, value $6,747,316.

    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 10,210 shares
    Change vs previous 13F +2,820 shares

    1.79% of the 13F portfolio, value $5,501,441.

    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 7,390 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $3,899,707.

    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).