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Disclosery

Concord Wealth Partners: C position timeline

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

Concord Wealth Partners held 26,207 C 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 26,207 shares
    Change vs previous 13F -570 shares

    0.24% of the 13F portfolio, value $3,668,031.

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

    • Concord Wealth Partners: 14,187 shares
    • Concord Asset Management, LLC/VA: 12,020 shares

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

  2. period ended2026-03-31
    13F 26,777 shares
    Change vs previous 13F +1,801 shares

    0.22% of the 13F portfolio, value $3,036,744.

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

    • Concord Wealth Partners: 14,461 shares
    • Concord Asset Management, LLC/VA: 12,316 shares

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

  3. period ended2025-12-31
    13F 24,976 shares
    Change vs previous 13F -10 shares

    0.22% of the 13F portfolio, value $2,914,410.

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

    • Concord Wealth Partners: 12,670 shares
    • Concord Asset Management, LLC/VA: 12,306 shares

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

  4. period ended2025-09-30
    13F 24,986 shares
    Change vs previous 13F -104 shares

    0.2% of the 13F portfolio, value $2,536,043.

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

    • Concord Wealth Partners: 12,631 shares
    • Concord Asset Management, LLC/VA: 12,355 shares

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

  5. period ended2025-06-30
    13F 25,090 shares
    Change vs previous 13F +660 shares

    0.16% of the 13F portfolio, value $2,135,576.

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

    • Concord Wealth Partners: 12,545 shares
    • Concord Asset Management, LLC/VA: 12,545 shares

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

  6. period ended2025-03-31
    13F 24,430 shares
    Change vs previous 13F +46 shares

    0.16% of the 13F portfolio, value $1,676,881.

    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: 12,201 shares
    • Concord Asset Management, LLC/VA: 12,229 shares

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

  7. period ended2024-12-31
    13F 24,384 shares
    Change vs previous 13F +3,817 shares

    0.16% of the 13F portfolio, value $1,716,415.

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

    • Concord Wealth Partners: 12,698 shares
    • Concord Asset Management, LLC/VA: 11,686 shares

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

  8. period ended2024-09-30
    13F 20,567 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,287,524.

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

    • Concord Wealth Partners: 11,092 shares
    • Concord Asset Management, LLC/VA: 9,475 shares

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