PRECEDENT WEALTH PARTNERS, LLC quarter change: Foreign Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, PRECEDENT WEALTH PARTNERS, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2008666): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MARIETTA INVESTMENT PARTNERS LLC | United States | $0.499B | 161 |
| Artia Global Partners LP | United States | $0.499B | 50 |
| Harraden Circle Investments, LLC | United States | $0.499B | 181 |
| KR Capital LP | United States | $0.499B | 49 |
| Park Place Capital Corp | United States | $0.499B | 850 |
| Centric Wealth Management | United States | $0.501B | 203 |
| Aspen Wealth Management LLC | United States | $0.501B | 124 |
| DIVIDEND ASSETS CAPITAL, LLC | United States | $0.501B | 138 |
| Auxano Advisors, LLC | United States | $0.501B | 199 |
| Mission Creek Capital Partners, Inc. | United States | $0.501B | 219 |