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Disclosery

Concord Wealth Partners: AFL position timeline

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

Concord Wealth Partners held 25,536 AFL 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 25,536 shares
    Change vs previous 13F +111 shares

    0.2% of the 13F portfolio, value $2,994,111.

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

    • Concord Wealth Partners: 12,825 shares
    • Concord Asset Management, LLC/VA: 12,711 shares

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

  2. period ended2026-03-31
    13F 25,425 shares
    Change vs previous 13F +2,632 shares

    0.2% of the 13F portfolio, value $2,789,299.

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

    • Concord Wealth Partners: 12,751 shares
    • Concord Asset Management, LLC/VA: 12,674 shares

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

  3. period ended2025-12-31
    13F 22,793 shares
    Change vs previous 13F +82 shares

    0.19% of the 13F portfolio, value $2,513,437.

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

    • Concord Wealth Partners: 11,406 shares
    • Concord Asset Management, LLC/VA: 11,387 shares

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

  4. period ended2025-09-30
    13F 22,711 shares
    Change vs previous 13F -2,405 shares

    0.2% of the 13F portfolio, value $2,536,883.

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

    • Concord Wealth Partners: 11,360 shares
    • Concord Asset Management, LLC/VA: 11,351 shares

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

  5. period ended2025-06-30
    13F 25,116 shares
    Change vs previous 13F +5,328 shares

    0.2% of the 13F portfolio, value $2,648,792.

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

    • Concord Wealth Partners: 12,558 shares
    • Concord Asset Management, LLC/VA: 12,558 shares

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

  6. period ended2025-03-31
    13F 19,788 shares
    Change vs previous 13F +4,577 shares

    0.2% of the 13F portfolio, value $2,172,175.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,599 shares
    • Concord Asset Management, LLC/VA: 10,189 shares

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

  7. period ended2024-12-31
    13F 15,211 shares
    Change vs previous 13F +6,888 shares

    0.15% of the 13F portfolio, value $1,573,422.

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

    • Concord Wealth Partners: 7,627 shares
    • Concord Asset Management, LLC/VA: 7,584 shares

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

  8. period ended2024-09-30
    13F 8,323 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $930,479.

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

    • Concord Wealth Partners: 4,306 shares
    • Concord Asset Management, LLC/VA: 4,017 shares

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