PRECEDENT WEALTH PARTNERS, LLC

Business address
1800 West Loop South, Suite 1400, Houston, TX, 77027
Top securities (13F)
VTI, VEA, DON, IVV, XLG, VOO, EFA, SDY, DFEB, XMHQ, SDVY, DJAN, IJH, DECM, RSP, AVGO, AIRR, DHS, DXJ, and AAPL
State of incorporation
DE
Fiscal year end
31 December
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PRECEDENT WEALTH PARTNERS, LLC has filed 10 SEC EDGAR filings since 18 Jan 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Oct 2025 30 Sep 2025 028-23516
N-PX Open Document Open Filing 19 Aug 2025 30 Jun 2025 028-23516
13F-HR Open Document Open Filing 21 Jul 2025 30 Jun 2025 028-23516
13F-HR Open Document Open Filing 17 Apr 2025 31 Mar 2025 028-23516
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-23516
13F-HR Open Document Open Filing 17 Oct 2024 30 Sep 2024 028-23516
N-PX Open Document Open Filing 15 Aug 2024 30 Jun 2024 028-23516
13F-HR Open Document Open Filing 23 Jul 2024 30 Jun 2024 028-23516
13F-HR Open Document Open Filing 23 Apr 2024 31 Mar 2024 028-23516
13F-HR Open Document Open Filing 18 Jan 2024 31 Dec 2023 028-23516