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Disclosery

Concord Wealth Partners: FANG position timeline

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

Concord Wealth Partners held 300 FANG 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 300 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $52,734.

    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 -820 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 820 shares
    Change vs previous 13F -340 shares

    0.02% of the 13F portfolio, value $123,271.

    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 1,160 shares
    Change vs previous 13F -2,458 shares

    0.02% of the 13F portfolio, value $165,996.

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

    • Concord Wealth Partners: 1,160 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 3,618 shares
    Change vs previous 13F -6,237 shares

    0.04% of the 13F portfolio, value $497,114.

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

    • Concord Wealth Partners: 1,809 shares
    • Concord Asset Management, LLC/VA: 1,809 shares

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

  6. period ended2025-03-31
    13F 9,855 shares
    Change vs previous 13F +1,915 shares

    0.14% of the 13F portfolio, value $1,461,258.

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

    • Concord Wealth Partners: 5,156 shares
    • Concord Asset Management, LLC/VA: 4,699 shares

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

  7. period ended2024-12-31
    13F 7,940 shares
    Change vs previous 13F +1,063 shares

    0.12% of the 13F portfolio, value $1,300,751.

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

    • Concord Wealth Partners: 4,334 shares
    • Concord Asset Management, LLC/VA: 3,606 shares

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

  8. period ended2024-09-30
    13F 6,877 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,185,463.

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

    • Concord Wealth Partners: 3,932 shares
    • Concord Asset Management, LLC/VA: 2,945 shares

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