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Disclosery

Concord Wealth Partners: DFUS position timeline

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

Concord Wealth Partners held 175,929 DFUS 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 175,929 shares
    Change vs previous 13F +254 shares

    1.65% of the 13F portfolio, value $14,415,591.

    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 175,675 shares
    Change vs previous 13F -548 shares

    1.62% of the 13F portfolio, value $12,457,109.

    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 176,223 shares
    Change vs previous 13F +17,825 shares

    1.7% of the 13F portfolio, value $13,070,466.

    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 158,398 shares
    Change vs previous 13F -139,428 shares

    1.58% of the 13F portfolio, value $11,474,374.

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

    • Concord Wealth Partners: 158,398 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 297,826 shares
    Change vs previous 13F +155,519 shares

    1.48% of the 13F portfolio, value $19,960,244.

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

    • Concord Wealth Partners: 148,913 shares
    • Concord Asset Management, LLC/VA: 148,913 shares

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

  6. period ended2025-03-31
    13F 142,307 shares
    Change vs previous 13F -15,602 shares

    1.41% of the 13F portfolio, value $8,606,703.

    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 157,909 shares
    Change vs previous 13F -348 shares

    1.65% of the 13F portfolio, value $10,066,715.

    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 158,257 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $9,843,593.

    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).