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Disclosery

Concord Wealth Partners: DFCF position timeline

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

Concord Wealth Partners held 281,934 DFCF 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 281,934 shares
    Change vs previous 13F -2,492 shares

    1.36% of the 13F portfolio, value $11,900,448.

    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 284,426 shares
    Change vs previous 13F +9,994 shares

    1.56% of the 13F portfolio, value $12,008,448.

    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 274,432 shares
    Change vs previous 13F +79,695 shares

    1.52% of the 13F portfolio, value $11,679,846.

    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 194,737 shares
    Change vs previous 13F -170,181 shares

    1.15% of the 13F portfolio, value $8,326,962.

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

    • Concord Wealth Partners: 194,737 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 364,918 shares
    Change vs previous 13F +190,033 shares

    1.14% of the 13F portfolio, value $15,421,452.

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

    • Concord Wealth Partners: 182,459 shares
    • Concord Asset Management, LLC/VA: 182,459 shares

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

  6. period ended2025-03-31
    13F 174,885 shares
    Change vs previous 13F -31,024 shares

    1.21% of the 13F portfolio, value $7,355,673.

    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 205,909 shares
    Change vs previous 13F +26,233 shares

    1.39% of the 13F portfolio, value $8,497,847.

    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 179,676 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $7,760,227.

    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).