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Disclosery

Concord Wealth Partners: DFAI position timeline

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

Concord Wealth Partners held 62,234 DFAI 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 62,234 shares
    Change vs previous 13F +3,772 shares

    0.29% of the 13F portfolio, value $2,567,156.

    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 58,462 shares
    Change vs previous 13F +9,707 shares

    0.3% of the 13F portfolio, value $2,277,695.

    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 48,755 shares
    Change vs previous 13F -7,008 shares

    0.24% of the 13F portfolio, value $1,858,060.

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

    • Concord Wealth Partners: 48,755 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  4. period ended2025-09-30
    13F 55,763 shares
    Change vs previous 13F -30,627 shares

    0.16% of the 13F portfolio, value $2,026,971.

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

    • Concord Wealth Partners: 49,103 shares
    • Concord Asset Management, LLC/VA: 6,660 shares

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

  5. period ended2025-06-30
    13F 86,390 shares
    Change vs previous 13F +71,095 shares

    0.22% of the 13F portfolio, value $2,986,482.

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

    • Concord Wealth Partners: 43,195 shares
    • Concord Asset Management, LLC/VA: 43,195 shares

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

  6. period ended2025-03-31
    13F 15,295 shares
    Change vs previous 13F +3,465 shares

    0.08% of the 13F portfolio, value $477,675.

    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 11,830 shares
    Change vs previous 13F +1,354 shares

    0.06% of the 13F portfolio, value $345,424.

    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 10,476 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $332,937.

    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).