Concord Wealth Partners
FollowFiler group, 2 members, built by the linking rules
Concord Wealth Partners is a filer group of 2 members, 2 of them filing 13F reports, with 44 filings between them.
Members
Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).
| Member | Kind | Quarters | Evidence |
|---|---|---|---|
| Concord Wealth PartnersCIK 1814214 | 13F filer | all |
|
| Concord Asset Management, LLC/VACIK 2031885 | 13F filer | all |
|
Filings of the group
The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001814214-26-000004 | Quarter ended 2026-06-30 | 2026-07-27 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-26-000003 | Quarter ended 2026-06-30 | 2026-07-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-26-000003 | Quarter ended 2026-03-31 | 2026-05-01 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-26-000002 | Quarter ended 2026-03-31 | 2026-05-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-26-000001 | Quarter ended 2025-12-31 | 2026-01-29 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-26-000001 | Quarter ended 2025-12-31 | 2026-01-29 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-25-000006 | Quarter ended 2025-09-30 | 2025-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-25-000007 | Quarter ended 2025-09-30 | 2025-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-25-000005 | Quarter ended 2025-06-30 | 2025-07-25 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-25-000004 | Quarter ended 2025-06-30 | 2025-07-25 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-25-000002 | Quarter ended 2025-03-31 | 2025-05-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-25-000003 | Quarter ended 2025-03-31 | 2025-05-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-25-000002 | Quarter ended 2024-12-31 | 2025-01-24 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-25-000001 | Quarter ended 2024-12-31 | 2025-01-24 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000009 | Quarter ended 2023-12-31 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000010 | Quarter ended 2024-03-31 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000004 | Quarter ended 2022-09-30 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000007 | Quarter ended 2023-06-30 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000001 | Quarter ended 2021-12-31 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000012 | Quarter ended 2024-09-30 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000011 | Quarter ended 2024-06-30 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000002 | Quarter ended 2022-03-31 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000006 | Quarter ended 2023-03-31 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000003 | Quarter ended 2022-06-30 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000005 | Quarter ended 2022-12-31 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002031885-24-000008 | Quarter ended 2023-09-30 | 2024-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-24-000008 | Quarter ended 2024-09-30 | 2024-10-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-24-000006 | Quarter ended 2024-06-30 | 2024-07-31 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001814214-24-000005 | Quarter ended 2023-12-31 | 2024-04-30 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001814214-24-000004 | Quarter ended 2023-09-30 | 2024-04-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-24-000003 | Quarter ended 2024-03-31 | 2024-04-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-24-000001 | Quarter ended 2023-12-31 | 2024-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-23-000005 | Quarter ended 2023-09-30 | 2023-10-25 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-23-000004 | Quarter ended 2023-06-30 | 2023-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-23-000003 | Quarter ended 2023-03-31 | 2023-04-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-23-000001 | Quarter ended 2022-12-31 | 2023-01-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-22-000005 | Quarter ended 2022-09-30 | 2022-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-22-000004 | Quarter ended 2022-06-30 | 2022-08-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-22-000003 | Quarter ended 2022-03-31 | 2022-04-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-22-000001 | Quarter ended 2021-12-31 | 2022-01-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-21-000005 | Quarter ended 2021-09-30 | 2021-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-21-000004 | Quarter ended 2021-06-30 | 2021-07-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-21-000003 | Quarter ended 2021-03-31 | 2021-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001814214-21-000002 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set |