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PRECEDENT WEALTH PARTNERS, LLC: VTEB position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 49,593 VTEB 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 49,593 shares
    Change vs previous 13F +3,112 shares

    0.42% of the 13F portfolio, value $2,508,389.

    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 46,481 shares
    Change vs previous 13F +2,162 shares

    0.46% of the 13F portfolio, value $2,318,937.

    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 44,319 shares
    Change vs previous 13F -2,497 shares

    0.47% of the 13F portfolio, value $2,228,803.

    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 46,816 shares
    Change vs previous 13F +8,468 shares

    0.52% of the 13F portfolio, value $2,344,077.

    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 38,348 shares
    Change vs previous 13F -2,287 shares

    0.46% of the 13F portfolio, value $1,880,202.

    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 40,635 shares
    Change vs previous 13F +14,585 shares

    0.56% of the 13F portfolio, value $2,016,309.

    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 26,050 shares
    Change vs previous 13F +4,357 shares

    0.43% of the 13F portfolio, value $1,305,907.

    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 21,693 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,108,967.

    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).