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Disclosery

Concord Wealth Partners: FLTR position timeline

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

Concord Wealth Partners held 50,625 FLTR 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 50,625 shares
    Change vs previous 13F -3,194 shares

    0.09% of the 13F portfolio, value $1,296,518.

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

    • Concord Wealth Partners: 34,602 shares
    • Concord Asset Management, LLC/VA: 16,023 shares

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

  2. period ended2026-03-31
    13F 53,819 shares
    Change vs previous 13F -1,299 shares

    0.1% of the 13F portfolio, value $1,371,305.

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

    • Concord Wealth Partners: 36,357 shares
    • Concord Asset Management, LLC/VA: 17,462 shares

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

  3. period ended2025-12-31
    13F 55,118 shares
    Change vs previous 13F -4,729 shares

    0.1% of the 13F portfolio, value $1,404,397.

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

    • Concord Wealth Partners: 37,510 shares
    • Concord Asset Management, LLC/VA: 17,608 shares

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

  4. period ended2025-09-30
    13F 59,847 shares
    Change vs previous 13F -32,773 shares

    0.12% of the 13F portfolio, value $1,530,296.

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

    • Concord Wealth Partners: 41,874 shares
    • Concord Asset Management, LLC/VA: 17,973 shares

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

  5. period ended2025-06-30
    13F 92,620 shares
    Change vs previous 13F +23,364 shares

    0.17% of the 13F portfolio, value $2,361,804.

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

    • Concord Wealth Partners: 46,310 shares
    • Concord Asset Management, LLC/VA: 46,310 shares

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

  6. period ended2025-03-31
    13F 69,256 shares
    Change vs previous 13F -52,840 shares

    0.17% of the 13F portfolio, value $1,765,997.

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

    • Concord Wealth Partners: 51,838 shares
    • Concord Asset Management, LLC/VA: 17,418 shares

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

  7. period ended2024-12-31
    13F 122,096 shares
    Change vs previous 13F -1,423,692 shares

    0.29% of the 13F portfolio, value $3,107,324.

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

    • Concord Wealth Partners: 96,166 shares
    • Concord Asset Management, LLC/VA: 25,930 shares

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

  8. period ended2024-09-30
    13F 1,545,788 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $39,371,227.

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

    • Concord Wealth Partners: 807,846 shares
    • Concord Asset Management, LLC/VA: 737,942 shares

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