Procyon Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Shelton, CT
CIK
0001804329
Alternate names
Procyon Private Wealth Partners, LLC
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 446 795,284 13F-HR 7/17/2023 000195175723000368 Procyon Advisors, LLC
Q1 2023 393 601,751 13F-HR 4/10/2023 000180432923000002 Procyon Advisors, LLC
Q4 2022 368 546,072 13F-HR 1/19/2023 000195175723000013 Procyon Advisors, LLC
Q3 2022 314 409,482 13F-HR 10/17/2022 000180432922000006 Procyon Advisors, LLC
Q2 2022 322 454,568 13F-HR 7/11/2022 000180432922000005 Procyon Advisors, LLC
Q1 2022 336 485,475 13F-HR 4/18/2022 000180432922000004 Procyon Advisors, LLC
Q4 2021 325 469,066 13F-HR 1/18/2022 000180432922000002 Procyon Private Wealth Partners, LLC
Q3 2021 317 392,422 13F-HR 10/14/2021 000180432921000004 Procyon Private Wealth Partners, LLC
Q2 2021 298 366,749 13F-HR 7/22/2021 000180432921000003 Procyon Private Wealth Partners, LLC
Q1 2021 244 223,998 13F-HR 4/29/2021 000180432921000002 Procyon Private Wealth Partners, LLC
Q4 2020 232 204,935 13F-HR 1/19/2021 000180432921000001 Procyon Private Wealth Partners, LLC
Q3 2020 209 179,915 13F-HR 10/22/2020 000180432920000004 Procyon Private Wealth Partners, LLC
Q2 2020 1,204 188,293 13F-HR 8/14/2020 000180432920000003 Procyon Private Wealth Partners, LLC
Q1 2020 1,165 150,149 13F-HR 5/15/2020 000180432920000002 Procyon Private Wealth Partners, LLC
Q4 2019 1,115 163,692 13F-HR 2/21/2020 000180432920000001 Procyon Private Wealth Partners, LLC