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Disclosery

Concord Wealth Partners: CGW position timeline

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

Concord Wealth Partners held 3,624 CGW 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 3,624 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $238,206.

    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 3,647 shares
    Change vs previous 13F -518 shares

    0.03% of the 13F portfolio, value $233,189.

    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 4,165 shares
    Change vs previous 13F -537 shares

    0.03% of the 13F portfolio, value $262,441.

    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 4,702 shares
    Change vs previous 13F -5,714 shares

    0.04% of the 13F portfolio, value $302,056.

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

    • Concord Wealth Partners: 4,702 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 10,416 shares
    Change vs previous 13F +5,058 shares

    0.05% of the 13F portfolio, value $651,000.

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

    • Concord Wealth Partners: 5,208 shares
    • Concord Asset Management, LLC/VA: 5,208 shares

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

  6. period ended2025-03-31
    13F 5,358 shares
    Change vs previous 13F -1,051 shares

    0.05% of the 13F portfolio, value $298,387.

    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 6,409 shares
    Change vs previous 13F -2,594 shares

    0.06% of the 13F portfolio, value $347,364.

    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 9,003 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $551,004.

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

    • Concord Wealth Partners: 9,003 shares
    • Concord Asset Management, LLC/VA: 0 shares

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