| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 19 | Q2 2024 | 3.7% |
| APPLE INC | 19 | Q2 2024 | 4.1% |
| PACCAR INC | 19 | Q2 2024 | 3.9% |
| WEYERHAEUSER CO MTN BE | 19 | Q2 2024 | 3.6% |
| BANDWIDTH INC | 19 | Q2 2024 | 4.3% |
| AMAZON COM INC | 19 | Q2 2024 | 1.1% |
| ISHARES TR | 19 | Q2 2024 | 2.8% |
| JOHNSON & JOHNSON | 19 | Q2 2024 | 1.0% |
| JPMORGAN CHASE & CO. | 19 | Q2 2024 | 1.1% |
| ISHARES TR | 19 | Q2 2024 | 3.7% |
View Parcion Private Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-12 |
View Parcion Private Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.