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Disclosery

Concord Wealth Partners: DUSB position timeline

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

Concord Wealth Partners held 80,989 DUSB 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 80,989 shares
    Change vs previous 13F +734 shares

    0.47% of the 13F portfolio, value $4,112,597.

    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 80,255 shares
    Change vs previous 13F +320 shares

    0.53% of the 13F portfolio, value $4,069,723.

    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 79,935 shares
    Change vs previous 13F +17,950 shares

    0.53% of the 13F portfolio, value $4,048,691.

    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 61,985 shares
    Change vs previous 13F -75,421 shares

    0.43% of the 13F portfolio, value $3,147,623.

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

    • Concord Wealth Partners: 61,985 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 137,406 shares
    Change vs previous 13F +69,557 shares

    0.52% of the 13F portfolio, value $6,973,344.

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

    • Concord Wealth Partners: 68,703 shares
    • Concord Asset Management, LLC/VA: 68,703 shares

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

  6. period ended2025-03-31
    13F 67,849 shares
    Change vs previous 13F +31,592 shares

    0.57% of the 13F portfolio, value $3,441,957.

    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 36,257 shares
    Change vs previous 13F -16,861 shares

    0.3% of the 13F portfolio, value $1,834,228.

    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 53,118 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,696,784.

    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).