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Disclosery

Concord Wealth Partners: DFSV position timeline

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

Concord Wealth Partners held 10,975 DFSV 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 10,975 shares
    Change vs previous 13F +2,043 shares

    0.05% of the 13F portfolio, value $425,737.

    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 8,932 shares
    Change vs previous 13F +7,941 shares

    0.04% of the 13F portfolio, value $312,990.

    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 991 shares
    Change vs previous 13F +593 shares

    <0.01% of the 13F portfolio, value $32,588.

    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 398 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $12,676.

    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 396 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $11,665.

    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 395 shares
    Change vs previous 13F +245 shares

    <0.01% of the 13F portfolio, value $11,106.

    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 150 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,623.

    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 150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,606.

    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).