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Disclosery

Concord Wealth Partners: DRI position timeline

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

Concord Wealth Partners held 10,554 DRI 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 10,554 shares
    Change vs previous 13F -78 shares

    0.14% of the 13F portfolio, value $2,174,426.

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

    • Concord Wealth Partners: 5,299 shares
    • Concord Asset Management, LLC/VA: 5,255 shares

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

  2. period ended2026-03-31
    13F 10,632 shares
    Change vs previous 13F +1,584 shares

    0.15% of the 13F portfolio, value $2,084,337.

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

    • Concord Wealth Partners: 5,328 shares
    • Concord Asset Management, LLC/VA: 5,304 shares

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

  3. period ended2025-12-31
    13F 9,048 shares
    Change vs previous 13F +270 shares

    0.12% of the 13F portfolio, value $1,664,912.

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

    • Concord Wealth Partners: 4,528 shares
    • Concord Asset Management, LLC/VA: 4,520 shares

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

  4. period ended2025-09-30
    13F 8,778 shares
    Change vs previous 13F +2,632 shares

    0.13% of the 13F portfolio, value $1,670,793.

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

    • Concord Wealth Partners: 4,391 shares
    • Concord Asset Management, LLC/VA: 4,387 shares

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

  5. period ended2025-06-30
    13F 6,146 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,339,644.

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

    • Concord Wealth Partners: 3,073 shares
    • Concord Asset Management, LLC/VA: 3,073 shares

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