TCHP β€” T ROWE PRICE ETF INC

Ownership history in PRECEDENT WEALTH PARTNERS, LLC  Β·  2 quarters on record

AI Ownership Summary

PRECEDENT WEALTH PARTNERS, LLC reported T ROWE PRICE ETF INC (TCHP) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows TCHP at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TCHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRECEDENT WEALTH PARTNERS, LLC's position in T ROWE PRICE ETF INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TCHP was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRECEDENT WEALTH PARTNERS, LLC held TCHP β€” position size vs. price
% of Fund (quarterly)    TCHP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 14,387 +10,181 +242.1% 0.13% $636K 2026-04-14 $48.31
2025 Q4 INITIATED 4,206 β€” β€” 0.04% $210K 2026-01-07 $50.40

FAQ About PRECEDENT WEALTH PARTNERS, LLC and TCHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRECEDENT WEALTH PARTNERS, LLC reported owning TCHP?

PRECEDENT WEALTH PARTNERS, LLC reported TCHP across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported TCHP position in PRECEDENT WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for TCHP was 0.13% in 2026 Q1.

What is the latest reported TCHP position on this page?

The most recent filing on this page is 2026 Q1, when PRECEDENT WEALTH PARTNERS, LLC reported 14,387 shares, equal to 0.13% of portfolio, with an estimated market value of $636K.

What does the chart on this TCHP ownership page compare?

The chart compares PRECEDENT WEALTH PARTNERS, LLC's quarterly TCHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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