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Concord Wealth Partners: D position timeline

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

Concord Wealth Partners held 47,883 D 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 47,883 shares
    Change vs previous 13F -201 shares

    0.22% of the 13F portfolio, value $3,269,929.

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

    • Concord Wealth Partners: 24,214 shares
    • Concord Asset Management, LLC/VA: 23,669 shares

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

  2. period ended2026-03-31
    13F 48,084 shares
    Change vs previous 13F +5,185 shares

    0.22% of the 13F portfolio, value $2,972,544.

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

    • Concord Wealth Partners: 24,293 shares
    • Concord Asset Management, LLC/VA: 23,791 shares

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

  3. period ended2025-12-31
    13F 42,899 shares
    Change vs previous 13F +712 shares

    0.19% of the 13F portfolio, value $2,513,481.

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

    • Concord Wealth Partners: 21,636 shares
    • Concord Asset Management, LLC/VA: 21,263 shares

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

  4. period ended2025-09-30
    13F 42,187 shares
    Change vs previous 13F +1,297 shares

    0.2% of the 13F portfolio, value $2,580,620.

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

    • Concord Wealth Partners: 21,201 shares
    • Concord Asset Management, LLC/VA: 20,986 shares

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

  5. period ended2025-06-30
    13F 40,890 shares
    Change vs previous 13F +11,287 shares

    0.17% of the 13F portfolio, value $2,311,056.

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

    • Concord Wealth Partners: 20,445 shares
    • Concord Asset Management, LLC/VA: 20,445 shares

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

  6. period ended2025-03-31
    13F 29,603 shares
    Change vs previous 13F +15,689 shares

    0.15% of the 13F portfolio, value $1,618,858.

    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: 14,637 shares
    • Concord Asset Management, LLC/VA: 14,966 shares

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

  7. period ended2024-12-31
    13F 13,914 shares
    Change vs previous 13F +4,866 shares

    0.07% of the 13F portfolio, value $749,413.

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

    • Concord Wealth Partners: 7,417 shares
    • Concord Asset Management, LLC/VA: 6,497 shares

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

  8. period ended2024-09-30
    13F 9,048 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $522,860.

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

    • Concord Wealth Partners: 4,924 shares
    • Concord Asset Management, LLC/VA: 4,124 shares

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