PRECEDENT WEALTH PARTNERS, LLC SEC EDGAR Filings (CIK 0002008666)

SEC EDGAR filings, ownership reports, and insider transactions for PRECEDENT WEALTH PARTNERS, LLC.

Business address
1800 West Loop South, Suite 1400, Houston, TX, 77027
Top securities (13F)
VEA, VTI, VOO, DON, IVV, XLG, EFA, SDY, SDVY, DECM, XMHQ, IJH, DXJ, AIRR, DJAN, VYMI, AVGO, AAPL, DHS, and RSP
State of incorporation
DE
Fiscal year end
31 December
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PRECEDENT WEALTH PARTNERS, LLC has filed 11 SEC EDGAR filings since 18 Jan 2024

Latest Filings

Recent SEC filings for PRECEDENT WEALTH PARTNERS, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
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.

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