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Livermore
Livermore
ZHEN

Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Procyon Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of BR by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−946−100.0%Sold outHolders
Q2 2025946$229.9K<0.1%−59−5.9%ReducedHolders
Q1 20251,005$243.8K<0.1%−511−33.7%ReducedHolders
Q4 20241,516$342.7K<0.1%+1+0.1%AddedHolders
Q3 20241,515$325.6K<0.1%−528−25.8%ReducedHolders
Q2 20242,043$402.5K<0.1%−289−12.4%ReducedHolders
Q1 20242,332$477.7K<0.1%+13+0.6%AddedHolders
Q4 20232,319$477.1K<0.1%+52+2.3%AddedHolders
Q3 20232,267$405.9K<0.1%−91−3.9%ReducedHolders
Q2 20232,358$390.6K<0.1%+623+35.9%AddedHolders
Q1 20231,735$254.3K<0.1%00.0%UnchangedHolders
Q4 20221,735$232.7K<0.1%+1,735NewHolders
Q2 20220$00.0%−1,361−100.0%Sold outHolders
Q1 20221,361$212.0K<0.1%+57+4.4%AddedHolders
Q4 20211,304$238.0K0.1%−174−11.8%ReducedHolders
Q3 20211,478$246.0K0.1%00.0%UnchangedHolders
Q2 20211,478$239.0K0.1%00.0%UnchangedHolders
Q1 20211,478$226.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.