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Disclosery

Concord Wealth Partners: APD position timeline

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

Concord Wealth Partners held 926 APD 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 926 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $271,545.

    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 922 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $267,809.

    13F-HR 0001814214-26-000003 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).

  3. period ended2025-12-31
    13F 921 shares
    Change vs previous 13F -46 shares

    0.03% of the 13F portfolio, value $227,393.

    13F-HR 0001814214-26-000001 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).

  4. period ended2025-09-30
    13F 967 shares
    Change vs previous 13F -1,529 shares

    0.04% of the 13F portfolio, value $263,680.

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

    • Concord Wealth Partners: 967 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 2,496 shares
    Change vs previous 13F +1,483 shares

    0.05% of the 13F portfolio, value $703,782.

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

    • Concord Wealth Partners: 1,248 shares
    • Concord Asset Management, LLC/VA: 1,248 shares

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

  6. period ended2025-03-31
    13F 1,013 shares
    Change vs previous 13F -18 shares

    0.05% of the 13F portfolio, value $298,784.

    13F-HR 0001814214-25-000003 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).

  7. period ended2024-12-31
    13F 1,031 shares
    Change vs previous 13F -187 shares

    0.05% of the 13F portfolio, value $299,119.

    13F-HR 0001814214-25-000002 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).

  8. period ended2024-09-30
    13F 1,218 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $362,744.

    13F-HR 0001814214-24-000008 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).