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Concord Wealth Partners: ABT position timeline

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

Concord Wealth Partners held 2,110 ABT 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 2,110 shares
    Change vs previous 13F -29,216 shares

    0.02% of the 13F portfolio, value $191,426.

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

    • Concord Wealth Partners: 2,110 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  2. period ended2026-03-31
    13F 31,326 shares
    Change vs previous 13F +4,348 shares

    0.24% of the 13F portfolio, value $3,216,213.

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

    • Concord Wealth Partners: 16,449 shares
    • Concord Asset Management, LLC/VA: 14,877 shares

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

  3. period ended2025-12-31
    13F 26,978 shares
    Change vs previous 13F +1,389 shares

    0.25% of the 13F portfolio, value $3,380,032.

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

    • Concord Wealth Partners: 14,316 shares
    • Concord Asset Management, LLC/VA: 12,662 shares

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

  4. period ended2025-09-30
    13F 25,589 shares
    Change vs previous 13F -541 shares

    0.27% of the 13F portfolio, value $3,427,437.

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

    • Concord Wealth Partners: 13,452 shares
    • Concord Asset Management, LLC/VA: 12,137 shares

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

  5. period ended2025-06-30
    13F 26,130 shares
    Change vs previous 13F -1,677 shares

    0.26% of the 13F portfolio, value $3,553,924.

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

    • Concord Wealth Partners: 13,065 shares
    • Concord Asset Management, LLC/VA: 13,065 shares

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

  6. period ended2025-03-31
    13F 27,807 shares
    Change vs previous 13F -5,379 shares

    0.34% of the 13F portfolio, value $3,654,940.

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

    • Concord Wealth Partners: 15,829 shares
    • Concord Asset Management, LLC/VA: 11,978 shares

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

  7. period ended2024-12-31
    13F 33,186 shares
    Change vs previous 13F +1,898 shares

    0.35% of the 13F portfolio, value $3,753,707.

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

    • Concord Wealth Partners: 17,242 shares
    • Concord Asset Management, LLC/VA: 15,944 shares

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

  8. period ended2024-09-30
    13F 31,288 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,567,233.

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

    • Concord Wealth Partners: 16,100 shares
    • Concord Asset Management, LLC/VA: 15,188 shares

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