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Disclosery

Concord Wealth Partners: DSI position timeline

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

Concord Wealth Partners held 4,113 DSI 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 4,113 shares
    Change vs previous 13F -111 shares

    0.04% of the 13F portfolio, value $585,650.

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

    • Concord Wealth Partners: 2,118 shares
    • Concord Asset Management, LLC/VA: 1,995 shares

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

  2. period ended2026-03-31
    13F 4,224 shares
    Change vs previous 13F +218 shares

    0.04% of the 13F portfolio, value $511,907.

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

    • Concord Wealth Partners: 2,194 shares
    • Concord Asset Management, LLC/VA: 2,030 shares

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

  3. period ended2025-12-31
    13F 4,006 shares
    Change vs previous 13F -2,633 shares

    0.04% of the 13F portfolio, value $516,093.

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

    • Concord Wealth Partners: 2,226 shares
    • Concord Asset Management, LLC/VA: 1,780 shares

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

  4. period ended2025-09-30
    13F 6,639 shares
    Change vs previous 13F -2,275 shares

    0.07% of the 13F portfolio, value $836,182.

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

    • Concord Wealth Partners: 3,877 shares
    • Concord Asset Management, LLC/VA: 2,762 shares

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

  5. period ended2025-06-30
    13F 8,914 shares
    Change vs previous 13F +705 shares

    0.08% of the 13F portfolio, value $1,035,450.

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

    • Concord Wealth Partners: 4,457 shares
    • Concord Asset Management, LLC/VA: 4,457 shares

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

  6. period ended2025-03-31
    13F 8,209 shares
    Change vs previous 13F -1,788 shares

    0.08% of the 13F portfolio, value $825,360.

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

    • Concord Wealth Partners: 4,662 shares
    • Concord Asset Management, LLC/VA: 3,547 shares

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

  7. period ended2024-12-31
    13F 9,997 shares
    Change vs previous 13F -843 shares

    0.1% of the 13F portfolio, value $1,102,170.

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

    • Concord Wealth Partners: 6,063 shares
    • Concord Asset Management, LLC/VA: 3,934 shares

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

  8. period ended2024-09-30
    13F 10,840 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,179,284.

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

    • Concord Wealth Partners: 7,291 shares
    • Concord Asset Management, LLC/VA: 3,549 shares

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