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Disclosery

Concord Wealth Partners: FEZ position timeline

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

Concord Wealth Partners held 40,028 FEZ 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 40,028 shares
    Change vs previous 13F -3,164 shares

    0.31% of the 13F portfolio, value $2,749,123.

    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 43,192 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,681,359.

    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).