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Disclosery

Concord Wealth Partners: FNF position timeline

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

Concord Wealth Partners held 1 FNF 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 1 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $47.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -102 shares

    13F-HR 0001814214-25-000005 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 ended2025-03-31
    13F 102 shares
    Change vs previous 13F -11,615 shares

    <0.01% of the 13F portfolio, value $6,659.

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

    • Concord Wealth Partners: 102 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  4. period ended2024-12-31
    13F 11,717 shares
    Change vs previous 13F -2,423 shares

    0.06% of the 13F portfolio, value $657,816.

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

    • Concord Wealth Partners: 5,883 shares
    • Concord Asset Management, LLC/VA: 5,834 shares

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

  5. period ended2024-09-30
    13F 14,140 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $877,512.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,960 shares
    • Concord Asset Management, LLC/VA: 7,180 shares

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