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Disclosery

Concord Wealth Partners: FLXR position timeline

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

Concord Wealth Partners held 58,588 FLXR 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 58,588 shares
    Change vs previous 13F -3,960 shares

    0.26% of the 13F portfolio, value $2,297,233.

    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 62,548 shares
    Change vs previous 13F +19,249 shares

    0.32% of the 13F portfolio, value $2,456,257.

    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).

  3. period ended2025-12-31
    13F 43,299 shares
    Change vs previous 13F +11,203 shares

    0.22% of the 13F portfolio, value $1,714,622.

    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 32,096 shares
    Change vs previous 13F +404 shares

    0.18% of the 13F portfolio, value $1,277,422.

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

    • Concord Wealth Partners: 32,096 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 31,692 shares
    Change vs previous 13F +18,637 shares

    0.09% of the 13F portfolio, value $1,250,272.

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

    • Concord Wealth Partners: 15,846 shares
    • Concord Asset Management, LLC/VA: 15,846 shares

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

  6. period ended2025-03-31
    13F 13,055 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $511,345.

    13F-HR 0001814214-25-000003 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).