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Concord Wealth Partners: CRM position timeline

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

Concord Wealth Partners held 13,325 CRM 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 13,325 shares
    Change vs previous 13F -13,308 shares

    0.14% of the 13F portfolio, value $2,087,509.

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

    • Concord Wealth Partners: 6,923 shares
    • Concord Asset Management, LLC/VA: 6,402 shares

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

  2. period ended2026-03-31
    13F 26,633 shares
    Change vs previous 13F +5,171 shares

    0.36% of the 13F portfolio, value $4,971,591.

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

    • Concord Wealth Partners: 13,559 shares
    • Concord Asset Management, LLC/VA: 13,074 shares

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

  3. period ended2025-12-31
    13F 21,462 shares
    Change vs previous 13F +211 shares

    0.42% of the 13F portfolio, value $5,685,525.

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

    • Concord Wealth Partners: 10,968 shares
    • Concord Asset Management, LLC/VA: 10,494 shares

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

  4. period ended2025-09-30
    13F 21,251 shares
    Change vs previous 13F +2,293 shares

    0.39% of the 13F portfolio, value $5,036,522.

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

    • Concord Wealth Partners: 10,709 shares
    • Concord Asset Management, LLC/VA: 10,542 shares

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

  5. period ended2025-06-30
    13F 18,958 shares
    Change vs previous 13F +3,516 shares

    0.38% of the 13F portfolio, value $5,169,718.

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

    • Concord Wealth Partners: 9,479 shares
    • Concord Asset Management, LLC/VA: 9,479 shares

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

  6. period ended2025-03-31
    13F 15,442 shares
    Change vs previous 13F +697 shares

    0.38% of the 13F portfolio, value $4,001,027.

    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: 7,443 shares
    • Concord Asset Management, LLC/VA: 7,999 shares

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

  7. period ended2024-12-31
    13F 14,745 shares
    Change vs previous 13F +746 shares

    0.46% of the 13F portfolio, value $4,929,751.

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

    • Concord Wealth Partners: 7,528 shares
    • Concord Asset Management, LLC/VA: 7,217 shares

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

  8. period ended2024-09-30
    13F 13,999 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,831,697.

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

    • Concord Wealth Partners: 7,105 shares
    • Concord Asset Management, LLC/VA: 6,894 shares

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