Provenance Wealth Advisors, LLC
Position in PIPR — Piper Sandler Companies
CIK 2081584
FORT LAUDERDALE, FL
Position in PIPR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,604
-$453 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#375
of 415 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $466,911 across 4 Capital Markets names. PIPR ranks #4 (0.6% of the industry book) .
All Filings in PIPR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,604 | 36 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $3,057 | 9 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,122 | 9 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,501 | 9 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,228 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $2,699 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $2,554 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $2,071 | 9 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $1,786 | 9 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $1,573 | 9 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $1,307 | 9 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||