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Disclosery

Concord Wealth Partners: DFAC position timeline

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

Concord Wealth Partners held 98,020 DFAC 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 98,020 shares
    Change vs previous 13F +8,707 shares

    0.5% of the 13F portfolio, value $4,348,175.

    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 89,313 shares
    Change vs previous 13F +6,002 shares

    0.45% of the 13F portfolio, value $3,470,709.

    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 83,311 shares
    Change vs previous 13F +668 shares

    0.43% of the 13F portfolio, value $3,298,280.

    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 82,643 shares
    Change vs previous 13F -85,649 shares

    0.44% of the 13F portfolio, value $3,187,544.

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

    • Concord Wealth Partners: 82,643 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 168,292 shares
    Change vs previous 13F +85,752 shares

    0.45% of the 13F portfolio, value $6,031,574.

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

    • Concord Wealth Partners: 84,146 shares
    • Concord Asset Management, LLC/VA: 84,146 shares

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

  6. period ended2025-03-31
    13F 82,540 shares
    Change vs previous 13F -2,871 shares

    0.45% of the 13F portfolio, value $2,722,988.

    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 85,411 shares
    Change vs previous 13F +181 shares

    0.48% of the 13F portfolio, value $2,954,358.

    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).

  8. period ended2024-09-30
    13F 85,230 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,922,548.

    13F-HR 0001814214-24-000008 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).