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Disclosery

Concord Wealth Partners: DON position timeline

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

Concord Wealth Partners held 401,721 DON 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 401,721 shares
    Change vs previous 13F -8,367 shares

    1.49% of the 13F portfolio, value $22,705,244.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 234,616 shares
    • Concord Asset Management, LLC/VA: 167,105 shares

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

  2. period ended2026-03-31
    13F 410,088 shares
    Change vs previous 13F +18,634 shares

    1.58% of the 13F portfolio, value $21,545,999.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 237,162 shares
    • Concord Asset Management, LLC/VA: 172,926 shares

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

  3. period ended2025-12-31
    13F 391,454 shares
    Change vs previous 13F -5,947 shares

    1.5% of the 13F portfolio, value $20,199,026.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 229,002 shares
    • Concord Asset Management, LLC/VA: 162,452 shares

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

  4. period ended2025-09-30
    13F 397,401 shares
    Change vs previous 13F -76,771 shares

    1.63% of the 13F portfolio, value $20,784,107.

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

    • Concord Wealth Partners: 231,955 shares
    • Concord Asset Management, LLC/VA: 165,446 shares

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

  5. period ended2025-06-30
    13F 474,172 shares
    Change vs previous 13F +84,527 shares

    1.76% of the 13F portfolio, value $23,765,500.

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

    • Concord Wealth Partners: 237,086 shares
    • Concord Asset Management, LLC/VA: 237,086 shares

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

  6. period ended2025-03-31
    13F 389,645 shares
    Change vs previous 13F +33,765 shares

    1.77% of the 13F portfolio, value $18,845,693.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 233,015 shares
    • Concord Asset Management, LLC/VA: 156,630 shares

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

  7. period ended2024-12-31
    13F 355,880 shares
    Change vs previous 13F +43,991 shares

    1.7% of the 13F portfolio, value $18,139,223.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 225,257 shares
    • Concord Asset Management, LLC/VA: 130,623 shares

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

  8. period ended2024-09-30
    13F 311,889 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $15,946,890.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 201,714 shares
    • Concord Asset Management, LLC/VA: 110,175 shares

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