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Disclosery

Concord Wealth Partners: COP position timeline

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

Concord Wealth Partners held 74,588 COP 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 74,588 shares
    Change vs previous 13F +4,705 shares

    0.51% of the 13F portfolio, value $7,754,159.

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

    • Concord Wealth Partners: 37,897 shares
    • Concord Asset Management, LLC/VA: 36,691 shares

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

  2. period ended2026-03-31
    13F 69,883 shares
    Change vs previous 13F +5,084 shares

    0.68% of the 13F portfolio, value $9,224,546.

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

    • Concord Wealth Partners: 35,271 shares
    • Concord Asset Management, LLC/VA: 34,612 shares

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

  3. period ended2025-12-31
    13F 64,799 shares
    Change vs previous 13F +443 shares

    0.45% of the 13F portfolio, value $6,065,851.

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

    • Concord Wealth Partners: 32,755 shares
    • Concord Asset Management, LLC/VA: 32,044 shares

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

  4. period ended2025-09-30
    13F 64,356 shares
    Change vs previous 13F +442 shares

    0.48% of the 13F portfolio, value $6,087,432.

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

    • Concord Wealth Partners: 32,367 shares
    • Concord Asset Management, LLC/VA: 31,989 shares

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

  5. period ended2025-06-30
    13F 63,914 shares
    Change vs previous 13F -461 shares

    0.42% of the 13F portfolio, value $5,735,622.

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

    • Concord Wealth Partners: 31,957 shares
    • Concord Asset Management, LLC/VA: 31,957 shares

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

  6. period ended2025-03-31
    13F 64,375 shares
    Change vs previous 13F -8,460 shares

    0.59% of the 13F portfolio, value $6,269,553.

    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: 31,827 shares
    • Concord Asset Management, LLC/VA: 32,548 shares

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

  7. period ended2024-12-31
    13F 72,835 shares
    Change vs previous 13F +35,000 shares

    0.68% of the 13F portfolio, value $7,222,991.

    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: 36,384 shares
    • Concord Asset Management, LLC/VA: 36,451 shares

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

  8. period ended2024-09-30
    13F 37,835 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,983,297.

    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: 18,744 shares
    • Concord Asset Management, LLC/VA: 19,091 shares

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