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Disclosery

Concord Wealth Partners: GOOGL position timeline

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

Concord Wealth Partners held 63,544 GOOGL 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 63,544 shares
    Change vs previous 13F +2,976 shares

    1.5% of the 13F portfolio, value $22,708,815.

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

    • Concord Wealth Partners: 32,536 shares
    • Concord Asset Management, LLC/VA: 31,008 shares

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

  2. period ended2026-03-31
    13F 60,568 shares
    Change vs previous 13F +2,259 shares

    1.28% of the 13F portfolio, value $17,416,977.

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

    • Concord Wealth Partners: 30,596 shares
    • Concord Asset Management, LLC/VA: 29,972 shares

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

  3. period ended2025-12-31
    13F 58,309 shares
    Change vs previous 13F +582 shares

    1.35% of the 13F portfolio, value $18,250,753.

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

    • Concord Wealth Partners: 29,525 shares
    • Concord Asset Management, LLC/VA: 28,784 shares

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

  4. period ended2025-09-30
    13F 57,727 shares
    Change vs previous 13F -4,745 shares

    1.1% of the 13F portfolio, value $14,033,544.

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

    • Concord Wealth Partners: 28,920 shares
    • Concord Asset Management, LLC/VA: 28,807 shares

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

  5. period ended2025-06-30
    13F 62,472 shares
    Change vs previous 13F +2,034 shares

    0.82% of the 13F portfolio, value $11,009,516.

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

    • Concord Wealth Partners: 31,236 shares
    • Concord Asset Management, LLC/VA: 31,236 shares

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

  6. period ended2025-03-31
    13F 60,438 shares
    Change vs previous 13F -4,312 shares

    0.88% of the 13F portfolio, value $9,366,952.

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

    • Concord Wealth Partners: 31,112 shares
    • Concord Asset Management, LLC/VA: 29,326 shares

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

  7. period ended2024-12-31
    13F 64,750 shares
    Change vs previous 13F -7,853 shares

    1.15% of the 13F portfolio, value $12,257,171.

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

    • Concord Wealth Partners: 32,615 shares
    • Concord Asset Management, LLC/VA: 32,135 shares

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

  8. period ended2024-09-30
    13F 72,603 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $12,041,152.

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

    • Concord Wealth Partners: 36,853 shares
    • Concord Asset Management, LLC/VA: 35,750 shares

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