Skip to content
Disclosery

Concord Wealth Partners: DFSD position timeline

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

Concord Wealth Partners held 242,586 DFSD 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 242,586 shares
    Change vs previous 13F +1,609 shares

    1.33% of the 13F portfolio, value $11,583,482.

    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 240,977 shares
    Change vs previous 13F +7,979 shares

    1.5% of the 13F portfolio, value $11,537,969.

    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 232,998 shares
    Change vs previous 13F +19,720 shares

    1.45% of the 13F portfolio, value $11,172,238.

    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 213,278 shares
    Change vs previous 13F -208,208 shares

    1.42% of the 13F portfolio, value $10,277,887.

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

    • Concord Wealth Partners: 213,278 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 421,486 shares
    Change vs previous 13F +256,725 shares

    1.5% of the 13F portfolio, value $20,235,532.

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

    • Concord Wealth Partners: 210,743 shares
    • Concord Asset Management, LLC/VA: 210,743 shares

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

  6. period ended2025-03-31
    13F 164,761 shares
    Change vs previous 13F +11,046 shares

    1.29% of the 13F portfolio, value $7,829,465.

    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 153,715 shares
    Change vs previous 13F -1,992 shares

    1.18% of the 13F portfolio, value $7,206,164.

    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 155,707 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $7,433,463.

    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).