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Disclosery

Concord Wealth Partners: CLF position timeline

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

Concord Wealth Partners held 10,068 CLF 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 10,068 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $94,539.

    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 10,068 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $85,075.

    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 10,068 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $133,703.

    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 10,068 shares
    Change vs previous 13F -10,068 shares

    0.02% of the 13F portfolio, value $122,830.

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

    • Concord Wealth Partners: 10,068 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 20,136 shares
    Change vs previous 13F +7,136 shares

    0.01% of the 13F portfolio, value $153,034.

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

    • Concord Wealth Partners: 10,068 shares
    • Concord Asset Management, LLC/VA: 10,068 shares

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

  6. period ended2025-03-31
    13F 13,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $106,860.

    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 13,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $122,200.

    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).