Skip to content
Disclosery

Concord Wealth Partners: DGCB position timeline

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

Concord Wealth Partners held 6,667 DGCB 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 6,667 shares
    Change vs previous 13F +394 shares

    0.04% of the 13F portfolio, value $364,495.

    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 6,273 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $339,577.

    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 6,273 shares
    Change vs previous 13F +3,075 shares

    0.04% of the 13F portfolio, value $340,223.

    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 3,198 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $177,355.

    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 3,198 shares
    Change vs previous 13F +1,877 shares

    0.03% of the 13F portfolio, value $173,453.

    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 1,321 shares
    Change vs previous 13F +1,134 shares

    0.01% of the 13F portfolio, value $70,213.

    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 187 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $9,854.

    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 183 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,036.

    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).