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Disclosery

Concord Wealth Partners: BIV position timeline

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

Concord Wealth Partners held 2,940 BIV 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 2,940 shares
    Change vs previous 13F -20 shares

    0.03% of the 13F portfolio, value $225,511.

    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 2,960 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $228,464.

    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 2,960 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $230,535.

    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 2,960 shares
    Change vs previous 13F -2,960 shares

    0.03% of the 13F portfolio, value $231,154.

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

    • Concord Wealth Partners: 2,960 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 5,920 shares
    Change vs previous 13F +2,908 shares

    0.03% of the 13F portfolio, value $457,864.

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

    • Concord Wealth Partners: 2,960 shares
    • Concord Asset Management, LLC/VA: 2,960 shares

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

  6. period ended2025-03-31
    13F 3,012 shares
    Change vs previous 13F +2,938 shares

    0.04% of the 13F portfolio, value $230,633.

    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 74 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,533.

    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 74 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,801.

    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).