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Livermore
Livermore
ZHEN

Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

SEIC holding history

SEI Investments Co 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.

SEIC overviewAll 13F holders of SEICFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of SEIC by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,909−100.0%Sold outHolders
Q1 20265,909$463.7K<0.1%−401−6.4%ReducedHolders
Q4 20256,310$517.5K<0.1%+29+0.5%AddedHolders
Q3 20256,281$532.9K<0.1%−497−7.3%ReducedHolders
Q2 20256,778$609.1K0.1%−31,642−82.4%ReducedHolders
Q1 202538,420$2.98M0.2%+2,818+7.9%AddedHolders
Q4 202435,602$2.94M0.2%+187+0.5%AddedHolders
Q3 202435,415$2.45M0.2%+1,352+4.0%AddedHolders
Q2 202434,063$2.20M0.2%+2,189+6.9%AddedHolders
Q1 202431,874$2.29M0.2%+2,584+8.8%AddedHolders
Q4 202329,290$1.86M0.2%+119+0.4%AddedHolders
Q3 202329,171$1.76M0.2%+13,837+90.2%AddedHolders
Q2 202315,334$914.2K0.1%+8,695+131.0%AddedHolders
Q1 20236,639$382.1K0.1%−11−0.2%ReducedHolders
Q4 20226,650$387.7K0.1%+13+0.2%AddedHolders
Q3 20226,637$326.0K0.1%+25+0.4%AddedHolders
Q2 20226,612$357.0K0.1%+126+1.9%AddedHolders
Q1 20226,486$391.0K0.1%+325+5.3%AddedHolders
Q4 20216,161$375.0K0.1%00.0%UnchangedHolders
Q3 20216,161$365.0K0.1%00.0%UnchangedHolders
Q2 20216,161$382.0K0.1%+1,057+20.7%AddedHolders
Q1 20215,104$311.0K0.1%––Holders

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