Precedent Wealth Partners, LLC
- SEC CIK
- 0002008666
- Latest filing
- Jul 21, 2026
STEL holding history
Stellar Bancorp, 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.
STEL overviewAll 13F holders of STELFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,717
- Value
- $539.4K
- % of portfolio
- 0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,717 | $539.4K | 0.1% | −1,621−10.6% | Reduced | Holders |
| Q1 2026 | 15,338 | $561.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 15,338 | $474.6K | 0.1% | −662−4.1% | Reduced | Holders |
| Q3 2025 | 16,000 | $485.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 16,000 | $447.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 16,000 | $442.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 16,000 | $453.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 16,000 | $414.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 16,000 | $367.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 16,000 | $389.8K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2023 | 16,000 | $445.4K | 0.2% | – | No prior filing | Holders |