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Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

MSCI holding history

MSCI 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.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2023
Holdings of MSCI by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,955−100.0%Sold outHolders
Q1 20251,955$1.11M0.1%−220−10.1%ReducedHolders
Q4 20242,175$1.31M0.1%+219+11.2%AddedHolders
Q3 20241,956$1.14M0.1%+279+16.6%AddedHolders
Q2 20241,677$807.9K0.1%+752+81.3%AddedHolders
Q1 2024925$518.7K<0.1%+68+7.9%AddedHolders
Q4 2023857$484.9K<0.1%+79+10.2%AddedHolders
Q3 2023778$399.2K<0.1%+778NewHolders