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Disclosery

Concord Wealth Partners: GS position timeline

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

Concord Wealth Partners held 11,103 GS 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 11,103 shares
    Change vs previous 13F +188 shares

    0.74% of the 13F portfolio, value $11,229,435.

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

    • Concord Wealth Partners: 5,652 shares
    • Concord Asset Management, LLC/VA: 5,451 shares

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

  2. period ended2026-03-31
    13F 10,915 shares
    Change vs previous 13F -776 shares

    0.68% of the 13F portfolio, value $9,233,902.

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

    • Concord Wealth Partners: 5,511 shares
    • Concord Asset Management, LLC/VA: 5,404 shares

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

  3. period ended2025-12-31
    13F 11,691 shares
    Change vs previous 13F +340 shares

    0.76% of the 13F portfolio, value $10,276,888.

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

    • Concord Wealth Partners: 5,901 shares
    • Concord Asset Management, LLC/VA: 5,790 shares

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

  4. period ended2025-09-30
    13F 11,351 shares
    Change vs previous 13F +457 shares

    0.71% of the 13F portfolio, value $9,039,568.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,642 shares
    • Concord Asset Management, LLC/VA: 5,709 shares

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

  5. period ended2025-06-30
    13F 10,894 shares
    Change vs previous 13F +524 shares

    0.57% of the 13F portfolio, value $7,710,522.

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

    • Concord Wealth Partners: 5,447 shares
    • Concord Asset Management, LLC/VA: 5,447 shares

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

  6. period ended2025-03-31
    13F 10,370 shares
    Change vs previous 13F +825 shares

    0.52% of the 13F portfolio, value $5,572,344.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,909 shares
    • Concord Asset Management, LLC/VA: 5,461 shares

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

  7. period ended2024-12-31
    13F 9,545 shares
    Change vs previous 13F +1,033 shares

    0.51% of the 13F portfolio, value $5,465,784.

    13F-HR 0002031885-25-000001 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,746 shares
    • Concord Asset Management, LLC/VA: 4,799 shares

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

  8. period ended2024-09-30
    13F 8,512 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,214,334.

    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: 4,168 shares
    • Concord Asset Management, LLC/VA: 4,344 shares

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