Skip to content
Disclosery

Concord Wealth Partners: DFAU position timeline

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

Concord Wealth Partners held 65,371 DFAU 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 65,371 shares
    Change vs previous 13F +6,339 shares

    0.39% of the 13F portfolio, value $3,379,010.

    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 59,032 shares
    Change vs previous 13F -5,973 shares

    0.35% of the 13F portfolio, value $2,663,532.

    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 65,005 shares
    Change vs previous 13F +7,586 shares

    0.4% of the 13F portfolio, value $3,042,242.

    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 57,419 shares
    Change vs previous 13F -51,413 shares

    0.36% of the 13F portfolio, value $2,627,504.

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

    • Concord Wealth Partners: 57,419 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 108,832 shares
    Change vs previous 13F +94,210 shares

    0.34% of the 13F portfolio, value $4,610,126.

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

    • Concord Wealth Partners: 54,416 shares
    • Concord Asset Management, LLC/VA: 54,416 shares

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

  6. period ended2025-03-31
    13F 14,622 shares
    Change vs previous 13F +34 shares

    0.09% of the 13F portfolio, value $562,053.

    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 14,588 shares
    Change vs previous 13F +54 shares

    0.1% of the 13F portfolio, value $590,674.

    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 14,534 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $576,837.

    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).