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Disclosery

Concord Wealth Partners: CI position timeline

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

Concord Wealth Partners held 571 CI 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 571 shares
    Change vs previous 13F +571 shares

    0.02% of the 13F portfolio, value $157,545.

    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 0 shares
    Change vs previous 13F -3,852 shares

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

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

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 3,852 shares
    Change vs previous 13F +31 shares

    0.08% of the 13F portfolio, value $1,060,166.

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

    • Concord Wealth Partners: 2,229 shares
    • Concord Asset Management, LLC/VA: 1,623 shares

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

  4. period ended2025-09-30
    13F 3,821 shares
    Change vs previous 13F -393 shares

    0.09% of the 13F portfolio, value $1,101,267.

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

    • Concord Wealth Partners: 2,213 shares
    • Concord Asset Management, LLC/VA: 1,608 shares

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

  5. period ended2025-06-30
    13F 4,214 shares
    Change vs previous 13F +386 shares

    0.1% of the 13F portfolio, value $1,392,986.

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

    • Concord Wealth Partners: 2,107 shares
    • Concord Asset Management, LLC/VA: 2,107 shares

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

  6. period ended2025-03-31
    13F 3,828 shares
    Change vs previous 13F +145 shares

    0.12% of the 13F portfolio, value $1,272,128.

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

    • Concord Wealth Partners: 2,177 shares
    • Concord Asset Management, LLC/VA: 1,651 shares

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

  7. period ended2024-12-31
    13F 3,683 shares
    Change vs previous 13F +791 shares

    0.1% of the 13F portfolio, value $1,017,012.

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

    • Concord Wealth Partners: 2,149 shares
    • Concord Asset Management, LLC/VA: 1,534 shares

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

  8. period ended2024-09-30
    13F 2,892 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,001,848.

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

    • Concord Wealth Partners: 1,817 shares
    • Concord Asset Management, LLC/VA: 1,075 shares

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