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Disclosery

Concord Wealth Partners: GWW position timeline

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

Concord Wealth Partners held 5,064 GWW 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 5,064 shares
    Change vs previous 13F -355 shares

    0.45% of the 13F portfolio, value $6,889,082.

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

    • Concord Wealth Partners: 2,571 shares
    • Concord Asset Management, LLC/VA: 2,493 shares

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

  2. period ended2026-03-31
    13F 5,419 shares
    Change vs previous 13F +547 shares

    0.43% of the 13F portfolio, value $5,911,104.

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

    • Concord Wealth Partners: 2,721 shares
    • Concord Asset Management, LLC/VA: 2,698 shares

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

  3. period ended2025-12-31
    13F 4,872 shares
    Change vs previous 13F +200 shares

    0.36% of the 13F portfolio, value $4,916,096.

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

    • Concord Wealth Partners: 2,450 shares
    • Concord Asset Management, LLC/VA: 2,422 shares

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

  4. period ended2025-09-30
    13F 4,672 shares
    Change vs previous 13F +534 shares

    0.35% of the 13F portfolio, value $4,452,259.

    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: 2,317 shares
    • Concord Asset Management, LLC/VA: 2,355 shares

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

  5. period ended2025-06-30
    13F 4,138 shares
    Change vs previous 13F -457 shares

    0.32% of the 13F portfolio, value $4,304,568.

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

    • Concord Wealth Partners: 2,069 shares
    • Concord Asset Management, LLC/VA: 2,069 shares

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

  6. period ended2025-03-31
    13F 4,595 shares
    Change vs previous 13F -141 shares

    0.43% of the 13F portfolio, value $4,549,196.

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

    • Concord Wealth Partners: 2,352 shares
    • Concord Asset Management, LLC/VA: 2,243 shares

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

  7. period ended2024-12-31
    13F 4,736 shares
    Change vs previous 13F +303 shares

    0.47% of the 13F portfolio, value $4,992,041.

    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: 2,352 shares
    • Concord Asset Management, LLC/VA: 2,384 shares

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

  8. period ended2024-09-30
    13F 4,433 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,605,094.

    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: 2,148 shares
    • Concord Asset Management, LLC/VA: 2,285 shares

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