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Disclosery

Concord Wealth Partners: CL position timeline

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

Concord Wealth Partners held 39,512 CL 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 39,512 shares
    Change vs previous 13F +2,738 shares

    0.24% of the 13F portfolio, value $3,622,511.

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

    • Concord Wealth Partners: 20,034 shares
    • Concord Asset Management, LLC/VA: 19,478 shares

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

  2. period ended2026-03-31
    13F 36,774 shares
    Change vs previous 13F +2,360 shares

    0.23% of the 13F portfolio, value $3,134,276.

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

    • Concord Wealth Partners: 18,466 shares
    • Concord Asset Management, LLC/VA: 18,308 shares

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

  3. period ended2025-12-31
    13F 34,414 shares
    Change vs previous 13F +1,105 shares

    0.2% of the 13F portfolio, value $2,719,414.

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

    • Concord Wealth Partners: 17,304 shares
    • Concord Asset Management, LLC/VA: 17,110 shares

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

  4. period ended2025-09-30
    13F 33,309 shares
    Change vs previous 13F +4,301 shares

    0.21% of the 13F portfolio, value $2,662,695.

    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: 16,512 shares
    • Concord Asset Management, LLC/VA: 16,797 shares

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

  5. period ended2025-06-30
    13F 29,008 shares
    Change vs previous 13F -2,229 shares

    0.2% of the 13F portfolio, value $2,636,914.

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

    • Concord Wealth Partners: 14,504 shares
    • Concord Asset Management, LLC/VA: 14,504 shares

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

  6. period ended2025-03-31
    13F 31,237 shares
    Change vs previous 13F -4,652 shares

    0.28% of the 13F portfolio, value $2,929,835.

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

    • Concord Wealth Partners: 16,185 shares
    • Concord Asset Management, LLC/VA: 15,052 shares

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

  7. period ended2024-12-31
    13F 35,889 shares
    Change vs previous 13F +11,900 shares

    0.31% of the 13F portfolio, value $3,262,670.

    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: 17,814 shares
    • Concord Asset Management, LLC/VA: 18,075 shares

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

  8. period ended2024-09-30
    13F 23,989 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,490,278.

    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: 11,618 shares
    • Concord Asset Management, LLC/VA: 12,371 shares

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