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Disclosery

Concord Wealth Partners: DFIV position timeline

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

Concord Wealth Partners held 5,875 DFIV 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 5,875 shares
    Change vs previous 13F +57 shares

    0.04% of the 13F portfolio, value $317,388.

    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 5,818 shares
    Change vs previous 13F +2,368 shares

    0.04% of the 13F portfolio, value $307,066.

    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 3,450 shares
    Change vs previous 13F +211 shares

    0.02% of the 13F portfolio, value $172,158.

    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 3,239 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $149,377.

    13F-HR 0001814214-25-000007 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).

  5. period ended2025-06-30
    13F 3,233 shares
    Change vs previous 13F +717 shares

    0.02% of the 13F portfolio, value $138,484.

    13F-HR 0001814214-25-000005 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).

  6. period ended2025-03-31
    13F 2,516 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $99,033.

    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).