Skip to content
Disclosery

Concord Wealth Partners: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concord Wealth Partners on AAPL, newest first. How the timeline and the estimate are built.

Concord Wealth Partners held 131,253 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,253 shares
    Change vs previous 13F +1,258 shares

    2.5% of the 13F portfolio, value $37,979,331.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 69,713 shares
    • Concord Asset Management, LLC/VA: 61,540 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 129,995 shares
    Change vs previous 13F +6,630 shares

    2.42% of the 13F portfolio, value $32,991,346.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 68,551 shares
    • Concord Asset Management, LLC/VA: 61,444 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 123,365 shares
    Change vs previous 13F +742 shares

    2.49% of the 13F portfolio, value $33,537,864.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 65,301 shares
    • Concord Asset Management, LLC/VA: 58,064 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 122,623 shares
    Change vs previous 13F -14,953 shares

    2.45% of the 13F portfolio, value $31,223,443.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 64,688 shares
    • Concord Asset Management, LLC/VA: 57,935 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 137,576 shares
    Change vs previous 13F -3,753 shares

    2.09% of the 13F portfolio, value $28,226,564.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 68,788 shares
    • Concord Asset Management, LLC/VA: 68,788 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 141,329 shares
    Change vs previous 13F -6,297 shares

    2.84% of the 13F portfolio, value $30,226,884.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 74,789 shares
    • Concord Asset Management, LLC/VA: 66,540 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 147,626 shares
    Change vs previous 13F +2,734 shares

    3.47% of the 13F portfolio, value $36,968,443.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 79,103 shares
    • Concord Asset Management, LLC/VA: 68,523 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 144,892 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $33,759,774.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 78,496 shares
    • Concord Asset Management, LLC/VA: 66,396 shares

    Acceptance time not in the bulk data set (spec §4.2).