Procyon Private Wealth Partners, LLC
- SEC CIK
- 0001804329
- Latest filing
- Jul 9, 2026
ENV holding history
Envestnet, 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.
ENV overviewAll 13F holders of ENVFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −5,741−100.0% | Sold out | Holders |
| Q3 2023 | 5,741 | $252.8K | <0.1% | +1,349+30.7% | Added | Holders |
| Q2 2023 | 4,392 | $260.7K | <0.1% | −960−17.9% | Reduced | Holders |
| Q1 2023 | 5,352 | $314.0K | 0.1% | +106+2.0% | Added | Holders |
| Q4 2022 | 5,246 | $323.7K | 0.1% | −730−12.2% | Reduced | Holders |
| Q3 2022 | 5,976 | $265.0K | 0.1% | −668−10.1% | Reduced | Holders |
| Q2 2022 | 6,644 | $351.0K | 0.1% | +161+2.5% | Added | Holders |
| Q1 2022 | 6,483 | $483.0K | 0.1% | +2,445+60.5% | Added | Holders |
| Q4 2021 | 4,038 | $320.0K | 0.1% | +1,458+56.5% | Added | Holders |
| Q3 2021 | 2,580 | $207.0K | 0.1% | +2,580 | New | Holders |