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Disclosery

Concord Wealth Partners: DFAX position timeline

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

Concord Wealth Partners held 178,307 DFAX 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 178,307 shares
    Change vs previous 13F +1,837 shares

    0.75% of the 13F portfolio, value $6,568,839.

    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 176,470 shares
    Change vs previous 13F +5,680 shares

    0.78% of the 13F portfolio, value $5,994,699.

    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 170,790 shares
    Change vs previous 13F +21,251 shares

    0.73% of the 13F portfolio, value $5,589,971.

    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 149,539 shares
    Change vs previous 13F -133,339 shares

    0.65% of the 13F portfolio, value $4,692,545.

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

    • Concord Wealth Partners: 149,539 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 282,878 shares
    Change vs previous 13F +150,321 shares

    0.62% of the 13F portfolio, value $8,308,148.

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

    • Concord Wealth Partners: 141,439 shares
    • Concord Asset Management, LLC/VA: 141,439 shares

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

  6. period ended2025-03-31
    13F 132,557 shares
    Change vs previous 13F -4,589 shares

    0.57% of the 13F portfolio, value $3,472,999.

    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 137,146 shares
    Change vs previous 13F -2,201 shares

    0.56% of the 13F portfolio, value $3,409,450.

    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 139,347 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,763,752.

    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).