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Disclosery

Concord Wealth Partners: CB position timeline

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

Concord Wealth Partners held 16,884 CB 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 16,884 shares
    Change vs previous 13F +389 shares

    0.38% of the 13F portfolio, value $5,753,220.

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

    • Concord Wealth Partners: 8,627 shares
    • Concord Asset Management, LLC/VA: 8,257 shares

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

  2. period ended2026-03-31
    13F 16,495 shares
    Change vs previous 13F +414 shares

    0.39% of the 13F portfolio, value $5,376,278.

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

    • Concord Wealth Partners: 8,339 shares
    • Concord Asset Management, LLC/VA: 8,156 shares

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

  3. period ended2025-12-31
    13F 16,081 shares
    Change vs previous 13F +384 shares

    0.37% of the 13F portfolio, value $5,019,168.

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

    • Concord Wealth Partners: 8,141 shares
    • Concord Asset Management, LLC/VA: 7,940 shares

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

  4. period ended2025-09-30
    13F 15,697 shares
    Change vs previous 13F -201 shares

    0.35% of the 13F portfolio, value $4,430,396.

    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: 7,841 shares
    • Concord Asset Management, LLC/VA: 7,856 shares

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

  5. period ended2025-06-30
    13F 15,898 shares
    Change vs previous 13F -963 shares

    0.34% of the 13F portfolio, value $4,606,160.

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

    • Concord Wealth Partners: 7,949 shares
    • Concord Asset Management, LLC/VA: 7,949 shares

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

  6. period ended2025-03-31
    13F 16,861 shares
    Change vs previous 13F -995 shares

    0.47% of the 13F portfolio, value $4,955,022.

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

    • Concord Wealth Partners: 9,040 shares
    • Concord Asset Management, LLC/VA: 7,821 shares

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

  7. period ended2024-12-31
    13F 17,856 shares
    Change vs previous 13F +4,274 shares

    0.46% of the 13F portfolio, value $4,933,638.

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

    • Concord Wealth Partners: 8,952 shares
    • Concord Asset Management, LLC/VA: 8,904 shares

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

  8. period ended2024-09-30
    13F 13,582 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,917,047.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,676 shares
    • Concord Asset Management, LLC/VA: 6,906 shares

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