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Disclosery

Concord Wealth Partners: AVUV position timeline

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

Concord Wealth Partners held 177,098 AVUV 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 177,098 shares
    Change vs previous 13F +354 shares

    1.45% of the 13F portfolio, value $22,094,803.

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

    • Concord Wealth Partners: 90,194 shares
    • Concord Asset Management, LLC/VA: 86,904 shares

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

  2. period ended2026-03-31
    13F 176,744 shares
    Change vs previous 13F +3,243 shares

    1.43% of the 13F portfolio, value $19,524,864.

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

    • Concord Wealth Partners: 88,966 shares
    • Concord Asset Management, LLC/VA: 87,778 shares

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

  3. period ended2025-12-31
    13F 173,501 shares
    Change vs previous 13F +7,685 shares

    1.31% of the 13F portfolio, value $17,693,669.

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

    • Concord Wealth Partners: 87,375 shares
    • Concord Asset Management, LLC/VA: 86,126 shares

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

  4. period ended2025-09-30
    13F 165,816 shares
    Change vs previous 13F +2,678 shares

    1.29% of the 13F portfolio, value $16,503,671.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 82,761 shares
    • Concord Asset Management, LLC/VA: 83,055 shares

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

  5. period ended2025-06-30
    13F 163,138 shares
    Change vs previous 13F -792 shares

    1.1% of the 13F portfolio, value $14,861,794.

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

    • Concord Wealth Partners: 81,569 shares
    • Concord Asset Management, LLC/VA: 81,569 shares

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

  6. period ended2025-03-31
    13F 163,930 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $13,827,530.

    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: 81,542 shares
    • Concord Asset Management, LLC/VA: 82,388 shares

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