Parcion Private Wealth LLC
Holdings in WY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,438,270 | 567,255 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $14,048,592 | 566,704 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $14,553,282 | 566,496 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $16,585,451 | 566,443 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $15,945,370 | 566,443 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $19,179,759 | 566,443 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $16,081,401 | 566,446 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $20,407,401 | 568,293 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $19,759,547 | 568,293 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $17,423,863 | 568,293 | Shares | Sole | 2023-10-27 |
| 2023-06-30 | $19,043,498 | 568,293 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $17,122,668 | 568,293 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $17,617,083 | 568,293 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $16,230,448 | 568,293 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $18,821,864 | 568,293 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $21,538,039 | 568,286 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $23,402,017 | 568,286 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $20,213,933 | 568,286 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $19,560,404 | 568,286 | Shares | Sole | 2021-07-30 |
| 2021-03-31 | $20,230,981 | 568,286 | Shares | Sole | 2021-04-08 |
| 2020-12-31 | $19,026,129 | 567,436 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $16,183,274 | 567,436 | Shares | Sole | 2020-10-20 |
| 2020-06-30 | $12,744,612 | 567,436 | Shares | Sole | 2020-07-21 |
| 2020-03-31 | $9,618,040 | 567,436 | Shares | Sole | 2020-04-29 |