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Procyon Advisors, LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Procyon Advisors, LLC on WSO, newest first. How the timeline and the estimate are built.

Procyon Advisors, LLC held 2,391 WSO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,391 shares
    Change vs previous 13F -327 shares

    0.04% of the 13F portfolio, value $996,309.

    13F-HR 0001951757-26-000939 filed by Procyon Advisors, 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 2,718 shares
    Change vs previous 13F +248 shares

    0.05% of the 13F portfolio, value $988,895.

    13F-HR 0001951757-26-000765 filed by Procyon Advisors, 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 2,470 shares
    Change vs previous 13F -220 shares

    0.04% of the 13F portfolio, value $832,184.

    13F-HR 0001951757-26-000027 filed by Procyon Advisors, 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 2,690 shares
    Change vs previous 13F -339 shares

    0.06% of the 13F portfolio, value $1,087,615.

    13F-HR 0001951757-25-001218 filed by Procyon Advisors, 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 3,029 shares
    Change vs previous 13F -98 shares

    0.13% of the 13F portfolio, value $1,337,744.

    13F-HR 0001951757-25-000600 filed by Procyon Advisors, 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 3,127 shares
    Change vs previous 13F +184 shares

    0.1% of the 13F portfolio, value $1,589,295.

    13F-HR 0001951757-25-000320 filed by Procyon Advisors, 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 2,943 shares
    Change vs previous 13F -13 shares

    0.09% of the 13F portfolio, value $1,394,865.

    13F-HR 0001951757-25-000036 filed by Procyon Advisors, 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 2,956 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,454,087.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).