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Precedent Wealth Partners, LLC

SEC CIK
0002008666
Latest filing
Jul 21, 2026

IBTX holding history

Independent Bank Group, Inc. in every 13F filed by Precedent Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBTX overviewAll 13F holders of IBTXFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2024
Holdings of IBTX by Precedent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−6,693−100.0%Sold outHolders
Q4 20246,693$406.1K0.1%−500−7.0%ReducedHolders
Q3 20247,193$414.7K0.1%+7,193NewHolders