PRECEDENT WEALTH PARTNERS, LLC: VST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRECEDENT WEALTH PARTNERS, LLC on VST, newest first. How the timeline and the estimate are built.
PRECEDENT WEALTH PARTNERS, LLC held 1,805 VST shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 1,805 sharesChange vs previous 13F +162 shares
0.05% of the 13F portfolio, value $286,327.
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 1,643 sharesChange vs previous 13F -214 shares
0.05% of the 13F portfolio, value $246,992.
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 1,857 sharesChange vs previous 13F +28 shares
0.06% of the 13F portfolio, value $299,590.
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 1,829 sharesChange vs previous 13F +439 shares
0.08% of the 13F portfolio, value $358,338.
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 1,390 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $269,396.
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).