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Disclosery

Concord Wealth Partners: DWX position timeline

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

Concord Wealth Partners held 515,127 DWX 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 515,127 shares
    Change vs previous 13F +12,593 shares

    1.56% of the 13F portfolio, value $23,675,009.

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

    • Concord Wealth Partners: 263,359 shares
    • Concord Asset Management, LLC/VA: 251,768 shares

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

  2. period ended2026-03-31
    13F 502,534 shares
    Change vs previous 13F +20,653 shares

    1.68% of the 13F portfolio, value $22,916,496.

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

    • Concord Wealth Partners: 254,362 shares
    • Concord Asset Management, LLC/VA: 248,172 shares

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

  3. period ended2025-12-31
    13F 481,881 shares
    Change vs previous 13F +23,655 shares

    1.57% of the 13F portfolio, value $21,171,590.

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

    • Concord Wealth Partners: 246,368 shares
    • Concord Asset Management, LLC/VA: 235,513 shares

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

  4. period ended2025-09-30
    13F 458,226 shares
    Change vs previous 13F +1,706 shares

    1.53% of the 13F portfolio, value $19,566,237.

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

    • Concord Wealth Partners: 232,618 shares
    • Concord Asset Management, LLC/VA: 225,608 shares

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

  5. period ended2025-06-30
    13F 456,520 shares
    Change vs previous 13F +105,549 shares

    1.42% of the 13F portfolio, value $19,242,336.

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

    • Concord Wealth Partners: 228,260 shares
    • Concord Asset Management, LLC/VA: 228,260 shares

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

  6. period ended2025-03-31
    13F 350,971 shares
    Change vs previous 13F +175,737 shares

    1.3% of the 13F portfolio, value $13,816,882.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 173,272 shares
    • Concord Asset Management, LLC/VA: 177,699 shares

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

  7. period ended2024-12-31
    13F 175,234 shares
    Change vs previous 13F +2,422 shares

    0.57% of the 13F portfolio, value $6,126,184.

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

    • Concord Wealth Partners: 92,413 shares
    • Concord Asset Management, LLC/VA: 82,821 shares

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

  8. period ended2024-09-30
    13F 172,812 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,635,275.

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

    • Concord Wealth Partners: 93,150 shares
    • Concord Asset Management, LLC/VA: 79,662 shares

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