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Disclosery

Concord Wealth Partners: BLK position timeline

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

Concord Wealth Partners held 2,141 BLK 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 2,141 shares
    Change vs previous 13F +15 shares

    0.14% of the 13F portfolio, value $2,058,549.

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

    • Concord Wealth Partners: 1,148 shares
    • Concord Asset Management, LLC/VA: 993 shares

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

  2. period ended2026-03-31
    13F 2,126 shares
    Change vs previous 13F +314 shares

    0.15% of the 13F portfolio, value $2,044,320.

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

    • Concord Wealth Partners: 1,142 shares
    • Concord Asset Management, LLC/VA: 984 shares

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

  3. period ended2025-12-31
    13F 1,812 shares
    Change vs previous 13F +52 shares

    0.14% of the 13F portfolio, value $1,940,074.

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

    • Concord Wealth Partners: 982 shares
    • Concord Asset Management, LLC/VA: 830 shares

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

  4. period ended2025-09-30
    13F 1,760 shares
    Change vs previous 13F -56 shares

    0.16% of the 13F portfolio, value $2,052,909.

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

    • Concord Wealth Partners: 953 shares
    • Concord Asset Management, LLC/VA: 807 shares

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

  5. period ended2025-06-30
    13F 1,816 shares
    Change vs previous 13F +331 shares

    0.14% of the 13F portfolio, value $1,906,208.

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

    • Concord Wealth Partners: 908 shares
    • Concord Asset Management, LLC/VA: 908 shares

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

  6. period ended2025-03-31
    13F 1,485 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,369,732.

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

    • Concord Wealth Partners: 811 shares
    • Concord Asset Management, LLC/VA: 674 shares

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