Skip to content
Disclosery

Concord Wealth Partners: DFAS position timeline

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

Concord Wealth Partners held 34,463 DFAS 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 34,463 shares
    Change vs previous 13F +297 shares

    0.32% of the 13F portfolio, value $2,837,696.

    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 34,166 shares
    Change vs previous 13F +2,674 shares

    0.32% of the 13F portfolio, value $2,430,254.

    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 31,492 shares
    Change vs previous 13F -106 shares

    0.29% of the 13F portfolio, value $2,194,074.

    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 31,598 shares
    Change vs previous 13F -31,502 shares

    0.3% of the 13F portfolio, value $2,163,209.

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

    • Concord Wealth Partners: 31,598 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 63,100 shares
    Change vs previous 13F +31,209 shares

    0.3% of the 13F portfolio, value $4,020,160.

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

    • Concord Wealth Partners: 31,550 shares
    • Concord Asset Management, LLC/VA: 31,550 shares

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

  6. period ended2025-03-31
    13F 31,891 shares
    Change vs previous 13F -2,501 shares

    0.31% of the 13F portfolio, value $1,905,494.

    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 34,392 shares
    Change vs previous 13F -879 shares

    0.37% of the 13F portfolio, value $2,238,221.

    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 35,271 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,287,676.

    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).