Significant Ownership of PRECEDENT WEALTH PARTNERS, LLC
- Large-stake filing summary
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- Recent SEC Schedule 13D/G filings for PRECEDENT WEALTH PARTNERS, LLC focus on large-stake beneficial ownership disclosures and amendments.
- Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
- Manager signature
- Harold Williams - Founder, Chief Compliance Officer
- Manager location
- Houston, TX
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Manager
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Significant Ownership of PRECEDENT WEALTH PARTNERS, LLC
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| DECM | FIRST TRUST EXCHANGE-TRADED FUND VIII | Exchange-Traded Fund | 28% | $13,444,342 | 403,734 | PRECEDENT WEALTH PARTNERS, LLC | 30 Jun 2026 | ||
| BUFH | FIRST TRUST EXCHANGE-TRADED FUND VIII | Exchange-Traded Fund | 14% | $7,523,801 | 352,568 | PRECEDENT WEALTH PARTNERS, LLC | 30 Jun 2026 |
Schedules 13D/G Reported by PRECEDENT WEALTH PARTNERS, LLC:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.