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Disclosery

Concord Wealth Partners: CDNS position timeline

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

Concord Wealth Partners held 13,436 CDNS 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 13,436 shares
    Change vs previous 13F +187 shares

    0.33% of the 13F portfolio, value $5,042,799.

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

    • Concord Wealth Partners: 6,842 shares
    • Concord Asset Management, LLC/VA: 6,594 shares

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

  2. period ended2026-03-31
    13F 13,249 shares
    Change vs previous 13F +1,844 shares

    0.27% of the 13F portfolio, value $3,681,500.

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

    • Concord Wealth Partners: 6,679 shares
    • Concord Asset Management, LLC/VA: 6,570 shares

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

  3. period ended2025-12-31
    13F 11,405 shares
    Change vs previous 13F +664 shares

    0.26% of the 13F portfolio, value $3,564,975.

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

    • Concord Wealth Partners: 5,762 shares
    • Concord Asset Management, LLC/VA: 5,643 shares

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

  4. period ended2025-09-30
    13F 10,741 shares
    Change vs previous 13F +389 shares

    0.3% of the 13F portfolio, value $3,772,884.

    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: 5,327 shares
    • Concord Asset Management, LLC/VA: 5,414 shares

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

  5. period ended2025-06-30
    13F 10,352 shares
    Change vs previous 13F +275 shares

    0.24% of the 13F portfolio, value $3,189,968.

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

    • Concord Wealth Partners: 5,176 shares
    • Concord Asset Management, LLC/VA: 5,176 shares

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

  6. period ended2025-03-31
    13F 10,077 shares
    Change vs previous 13F +861 shares

    0.25% of the 13F portfolio, value $2,621,028.

    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: 4,834 shares
    • Concord Asset Management, LLC/VA: 5,243 shares

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

  7. period ended2024-12-31
    13F 9,216 shares
    Change vs previous 13F +2,903 shares

    0.26% of the 13F portfolio, value $2,769,040.

    13F-HR 0002031885-25-000001 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,573 shares
    • Concord Asset Management, LLC/VA: 4,643 shares

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

  8. period ended2024-09-30
    13F 6,313 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,711,012.

    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: 3,080 shares
    • Concord Asset Management, LLC/VA: 3,233 shares

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