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Concord Wealth Partners: GOOG position timeline

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

Concord Wealth Partners held 18,428 GOOG 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 18,428 shares
    Change vs previous 13F +392 shares

    0.43% of the 13F portfolio, value $6,511,007.

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

    • Concord Wealth Partners: 10,201 shares
    • Concord Asset Management, LLC/VA: 8,227 shares

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

  2. period ended2026-03-31
    13F 18,036 shares
    Change vs previous 13F -428 shares

    0.38% of the 13F portfolio, value $5,173,913.

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

    • Concord Wealth Partners: 9,893 shares
    • Concord Asset Management, LLC/VA: 8,143 shares

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

  3. period ended2025-12-31
    13F 18,464 shares
    Change vs previous 13F +248 shares

    0.43% of the 13F portfolio, value $5,794,043.

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

    • Concord Wealth Partners: 10,359 shares
    • Concord Asset Management, LLC/VA: 8,105 shares

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

  4. period ended2025-09-30
    13F 18,216 shares
    Change vs previous 13F -3,046 shares

    0.35% of the 13F portfolio, value $4,436,522.

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

    • Concord Wealth Partners: 10,161 shares
    • Concord Asset Management, LLC/VA: 8,055 shares

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

  5. period ended2025-06-30
    13F 21,262 shares
    Change vs previous 13F +1,849 shares

    0.28% of the 13F portfolio, value $3,771,838.

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

    • Concord Wealth Partners: 10,631 shares
    • Concord Asset Management, LLC/VA: 10,631 shares

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

  6. period ended2025-03-31
    13F 19,413 shares
    Change vs previous 13F -2,677 shares

    0.29% of the 13F portfolio, value $3,044,652.

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

    • Concord Wealth Partners: 11,578 shares
    • Concord Asset Management, LLC/VA: 7,835 shares

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

  7. period ended2024-12-31
    13F 22,090 shares
    Change vs previous 13F -2,276 shares

    0.39% of the 13F portfolio, value $4,206,868.

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

    • Concord Wealth Partners: 12,770 shares
    • Concord Asset Management, LLC/VA: 9,320 shares

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

  8. period ended2024-09-30
    13F 24,366 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,073,845.

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

    • Concord Wealth Partners: 14,761 shares
    • Concord Asset Management, LLC/VA: 9,605 shares

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