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Disclosery

Concord Wealth Partners: DFNM position timeline

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

Concord Wealth Partners held 46,690 DFNM 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 46,690 shares
    Change vs previous 13F +2,525 shares

    0.26% of the 13F portfolio, value $2,256,744.

    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 44,165 shares
    Change vs previous 13F +2,524 shares

    0.27% of the 13F portfolio, value $2,116,823.

    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 41,641 shares
    Change vs previous 13F +10,009 shares

    0.26% of the 13F portfolio, value $2,005,861.

    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 31,632 shares
    Change vs previous 13F -24,090 shares

    0.21% of the 13F portfolio, value $1,517,712.

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

    • Concord Wealth Partners: 31,632 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 55,722 shares
    Change vs previous 13F +44,862 shares

    0.2% of the 13F portfolio, value $2,642,878.

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

    • Concord Wealth Partners: 27,861 shares
    • Concord Asset Management, LLC/VA: 27,861 shares

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

  6. period ended2025-03-31
    13F 10,860 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $516,606.

    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).