Entity Type
Company
- Info
- Portfolio
Filer Snapshot
Go to latest filings table
Browse SEC filer directory
PRECEDENT WEALTH PARTNERS, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002008666.
Total Filings
12
Latest Filing
14 Apr 2026
Industry
n/a
Save this filer page for the next filing cycle
Keep this page in your research queue, then return to compare new filings with prior context.
Save this filer page
Create a free account to keep this page in your watchlists and return quickly after new SEC filings.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 14 Apr 2026 for CIK 0002008666.
- Business address
- 1800 West Loop South, Suite 1400, Houston, TX, 77027
- Top securities (13F)
- VEA, VTI, DECM, VOO, IVV, DON, EFA, SDVY, XMHQ, DXJ, AIRR, XLG, SDY, IJH, VYMI, BUFH, LRCX, RSP, AAPL, and DHS
- State of incorporation
- DE
- Fiscal year end
- 31 December
Quick Takeaways
- PRECEDENT WEALTH PARTNERS, LLC is an SEC filer tracked under CIK 0002008666.
- 12 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 14 Apr 2026.
- Report period: 31 Mar 2026.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC Form 13F
View Source Filing
13F-HR filed on 14 Apr 2026 for CIK 0002008666.
Filer Overview
PRECEDENT WEALTH PARTNERS, LLC has filed 12 SEC EDGAR filings since 18 Jan 2024. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for PRECEDENT WEALTH PARTNERS, LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Apr 2026 | 31 Mar 2026 | 028-23516 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 07 Jan 2026 | 31 Dec 2025 | 028-23516 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Oct 2025 | 30 Sep 2025 | 028-23516 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 19 Aug 2025 | 30 Jun 2025 | 028-23516 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 21 Jul 2025 | 30 Jun 2025 | 028-23516 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Apr 2025 | 31 Mar 2025 | 028-23516 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 21 Jan 2025 | 31 Dec 2024 | 028-23516 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Oct 2024 | 30 Sep 2024 | 028-23516 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 15 Aug 2024 | 30 Jun 2024 | 028-23516 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 23 Jul 2024 | 30 Jun 2024 | 028-23516 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 23 Apr 2024 | 31 Mar 2024 | 028-23516 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 18 Jan 2024 | 31 Dec 2023 | 028-23516 |
About this filer
PRECEDENT WEALTH PARTNERS, LLC files with the SEC under CIK 0002008666. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.