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Disclosery

Concord Wealth Partners: FNDE position timeline

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

Concord Wealth Partners held 68,476 FNDE 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 68,476 shares
    Change vs previous 13F -4,893 shares

    0.31% of the 13F portfolio, value $2,717,128.

    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 73,369 shares
    Change vs previous 13F +706 shares

    0.36% of the 13F portfolio, value $2,807,098.

    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 72,663 shares
    Change vs previous 13F +2,028 shares

    0.34% of the 13F portfolio, value $2,620,228.

    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 70,635 shares
    Change vs previous 13F -70,313 shares

    0.35% of the 13F portfolio, value $2,554,162.

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

    • Concord Wealth Partners: 70,635 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 140,948 shares
    Change vs previous 13F +71,863 shares

    0.34% of the 13F portfolio, value $4,652,694.

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

    • Concord Wealth Partners: 70,474 shares
    • Concord Asset Management, LLC/VA: 70,474 shares

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

  6. period ended2025-03-31
    13F 69,085 shares
    Change vs previous 13F +8,794 shares

    0.35% of the 13F portfolio, value $2,127,818.

    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).

  7. period ended2024-12-31
    13F 60,291 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,751,454.

    13F-HR 0001814214-25-000002 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).