Advertisement
Screener

PRECEDENT WEALTH PARTNERS, LLC Current Holdings: Foreign Everything Else

PRECEDENT WEALTH PARTNERS, LLC current holdings: Foreign Everything Else

PRECEDENT WEALTH PARTNERS, LLC reported $0.00 billion in partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), 0 positions, in its Form 13F for the quarter ended 2026-06-30.

Form 13F-HR as filed (SEC CIK 2008666): quarter ended 2026-06-30, filed 2026-07-21. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

No position of this class in the Form 13F-HR for the quarter ended 2026-06-30.

Similar Firms

Firm NameCountry13F ValueHoldings
MARIETTA INVESTMENT PARTNERS LLCUnited States$0.499B161
Artia Global Partners LPUnited States$0.499B50
Harraden Circle Investments, LLCUnited States$0.499B181
KR Capital LPUnited States$0.499B49
Park Place Capital CorpUnited States$0.499B850
Centric Wealth ManagementUnited States$0.501B203
Aspen Wealth Management LLCUnited States$0.501B124
DIVIDEND ASSETS CAPITAL, LLCUnited States$0.501B138
Auxano Advisors, LLCUnited States$0.501B199
Mission Creek Capital Partners, Inc.United States$0.501B219