PRECEDENT WEALTH PARTNERS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$303M
Signature - Title
Harold Williams - Founder, Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by PRECEDENT WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PRECEDENT WEALTH PARTNERS, LLC reported 142 stock holdings with total value $303M as of Q3 2024. Top holdings included VTI, DON, IJH, IVV, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 142 $303M +$57.2M -$13.9M +$43.3M VTI, DON, IJH, IVV, VEA 13F-HR 10/17/2024, 03:28 PM
Q2 2024 134 $248M +$24M -$7.11M +$16.9M VTI, IJH, DON, IVV, EFA 13F-HR 7/23/2024, 05:16 PM
Q1 2024 133 $233M +$43.1M -$10.1M +$33.1M VTI, IJH, DON, IVV, EFA 13F-HR 4/23/2024, 01:58 PM
Q4 2023 131 $197M $0 $0 VTI, IJH, DON, VEA, IVV 13F-HR 1/18/2024, 05:13 PM