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Concord Wealth Partners: AMGN position timeline

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

Concord Wealth Partners held 20,081 AMGN 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 20,081 shares
    Change vs previous 13F -314 shares

    0.48% of the 13F portfolio, value $7,271,803.

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

    • Concord Wealth Partners: 11,144 shares
    • Concord Asset Management, LLC/VA: 8,937 shares

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

  2. period ended2026-03-31
    13F 20,395 shares
    Change vs previous 13F +1,448 shares

    0.53% of the 13F portfolio, value $7,175,687.

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

    • Concord Wealth Partners: 11,653 shares
    • Concord Asset Management, LLC/VA: 8,742 shares

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

  3. period ended2025-12-31
    13F 18,947 shares
    Change vs previous 13F +114 shares

    0.46% of the 13F portfolio, value $6,201,650.

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

    • Concord Wealth Partners: 9,835 shares
    • Concord Asset Management, LLC/VA: 9,112 shares

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

  4. period ended2025-09-30
    13F 18,833 shares
    Change vs previous 13F -101 shares

    0.42% of the 13F portfolio, value $5,314,797.

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

    • Concord Wealth Partners: 9,700 shares
    • Concord Asset Management, LLC/VA: 9,133 shares

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

  5. period ended2025-06-30
    13F 18,934 shares
    Change vs previous 13F +257 shares

    0.39% of the 13F portfolio, value $5,286,810.

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

    • Concord Wealth Partners: 9,467 shares
    • Concord Asset Management, LLC/VA: 9,467 shares

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

  6. period ended2025-03-31
    13F 18,677 shares
    Change vs previous 13F +1,437 shares

    0.52% of the 13F portfolio, value $5,523,857.

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

    • Concord Wealth Partners: 9,915 shares
    • Concord Asset Management, LLC/VA: 8,762 shares

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

  7. period ended2024-12-31
    13F 17,240 shares
    Change vs previous 13F +662 shares

    0.42% of the 13F portfolio, value $4,493,456.

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

    • Concord Wealth Partners: 9,004 shares
    • Concord Asset Management, LLC/VA: 8,236 shares

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

  8. period ended2024-09-30
    13F 16,578 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,341,456.

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

    • Concord Wealth Partners: 8,524 shares
    • Concord Asset Management, LLC/VA: 8,054 shares

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