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Disclosery

Concord Wealth Partners: ELV position timeline

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

Concord Wealth Partners held 87 ELV 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 87 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $33,646.

    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 0 shares
    Change vs previous 13F -51 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 51 shares
    Change vs previous 13F -71 shares

    <0.01% of the 13F portfolio, value $17,878.

    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 122 shares
    Change vs previous 13F -1,086 shares

    0.01% of the 13F portfolio, value $39,421.

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

    • Concord Wealth Partners: 122 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 1,208 shares
    Change vs previous 13F +803 shares

    0.03% of the 13F portfolio, value $470,224.

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

    • Concord Wealth Partners: 604 shares
    • Concord Asset Management, LLC/VA: 604 shares

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

  6. period ended2025-03-31
    13F 405 shares
    Change vs previous 13F -4,014 shares

    0.03% of the 13F portfolio, value $176,361.

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

    • Concord Wealth Partners: 405 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  7. period ended2024-12-31
    13F 4,419 shares
    Change vs previous 13F -39 shares

    0.15% of the 13F portfolio, value $1,630,027.

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

    • Concord Wealth Partners: 2,388 shares
    • Concord Asset Management, LLC/VA: 2,031 shares

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

  8. period ended2024-09-30
    13F 4,458 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,317,932.

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

    • Concord Wealth Partners: 2,445 shares
    • Concord Asset Management, LLC/VA: 2,013 shares

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