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Livermore
Livermore
ZHEN

Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

CSL holding history

Carlisle Companies 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.

CSL overviewAll 13F holders of CSLFull Q2 2026 holdings

Shares (Q2 2026)
5,826
Value
$2.11M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CSL by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,826$2.11M0.1%−1,748−23.1%ReducedHolders
Q1 20267,574$2.53M0.1%−884−10.5%ReducedHolders
Q4 20258,458$2.71M0.1%+6,439+318.9%AddedHolders
Q3 20252,019$664.2K<0.1%−102−4.8%ReducedHolders
Q2 20252,121$792.0K0.1%+176+9.0%AddedHolders
Q1 20251,945$662.2K<0.1%−107−5.2%ReducedHolders
Q4 20242,052$756.9K<0.1%−885−30.1%ReducedHolders
Q3 20242,937$1.32M0.1%−3−0.1%ReducedHolders
Q2 20242,940$1.19M0.1%00.0%UnchangedHolders
Q1 20242,940$1.15M0.1%−7−0.2%ReducedHolders
Q4 20232,947$920.7K0.1%+324+12.4%AddedHolders
Q3 20232,623$680.0K0.1%−10.0%ReducedHolders
Q2 20232,624$673.1K0.1%−8−0.3%ReducedHolders
Q1 20232,632$595.0K0.1%+334+14.5%AddedHolders
Q4 20222,298$541.5K0.1%−917−28.5%ReducedHolders
Q3 20223,215$902.0K0.2%−2−0.1%ReducedHolders
Q2 20223,217$768.0K0.2%−11−0.3%ReducedHolders
Q1 20223,228$794.0K0.2%00.0%UnchangedHolders
Q4 20213,228$801.0K0.2%−49−1.5%ReducedHolders
Q3 20213,277$651.0K0.2%00.0%UnchangedHolders
Q2 20213,277$627.0K0.2%−20−0.6%ReducedHolders
Q1 20213,297$543.0K0.2%––Holders

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