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Disclosery

Concord Wealth Partners: ADP position timeline

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

Concord Wealth Partners held 1,597 ADP 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 1,597 shares
    Change vs previous 13F +143 shares

    0.04% of the 13F portfolio, value $357,559.

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

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

  2. period ended2026-03-31
    13F 1,454 shares
    Change vs previous 13F -16,283 shares

    0.04% of the 13F portfolio, value $295,438.

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

    • Concord Wealth Partners: 1,454 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  3. period ended2025-12-31
    13F 17,737 shares
    Change vs previous 13F +800 shares

    0.34% of the 13F portfolio, value $4,562,348.

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

    • Concord Wealth Partners: 9,611 shares
    • Concord Asset Management, LLC/VA: 8,126 shares

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

  4. period ended2025-09-30
    13F 16,937 shares
    Change vs previous 13F -831 shares

    0.39% of the 13F portfolio, value $4,970,987.

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

    • Concord Wealth Partners: 9,123 shares
    • Concord Asset Management, LLC/VA: 7,814 shares

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

  5. period ended2025-06-30
    13F 17,768 shares
    Change vs previous 13F +350 shares

    0.41% of the 13F portfolio, value $5,479,690.

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

    • Concord Wealth Partners: 8,884 shares
    • Concord Asset Management, LLC/VA: 8,884 shares

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

  6. period ended2025-03-31
    13F 17,418 shares
    Change vs previous 13F -818 shares

    0.49% of the 13F portfolio, value $5,225,756.

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

    • Concord Wealth Partners: 9,433 shares
    • Concord Asset Management, LLC/VA: 7,985 shares

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

  7. period ended2024-12-31
    13F 18,236 shares
    Change vs previous 13F +1,319 shares

    0.5% of the 13F portfolio, value $5,338,242.

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

    • Concord Wealth Partners: 9,857 shares
    • Concord Asset Management, LLC/VA: 8,379 shares

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

  8. period ended2024-09-30
    13F 16,917 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,681,350.

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

    • Concord Wealth Partners: 9,135 shares
    • Concord Asset Management, LLC/VA: 7,782 shares

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