Skip to content
Disclosery

Concord Wealth Partners: HDV position timeline

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

Concord Wealth Partners held 87,377 HDV 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 87,377 shares
    Change vs previous 13F +70,556 shares

    0.27% of the 13F portfolio, value $2,395,008.

    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 ended2026-03-31
    13F 16,821 shares
    Change vs previous 13F +1,240 shares

    0.3% of the 13F portfolio, value $2,282,961.

    13F-HR 0001814214-26-000003 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).

  3. period ended2025-12-31
    13F 15,581 shares
    Change vs previous 13F +295 shares

    0.25% of the 13F portfolio, value $1,894,815.

    13F-HR 0001814214-26-000001 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).

  4. period ended2025-09-30
    13F 15,286 shares
    Change vs previous 13F -16,840 shares

    0.26% of the 13F portfolio, value $1,871,736.

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

    • Concord Wealth Partners: 15,286 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 32,126 shares
    Change vs previous 13F +17,989 shares

    0.28% of the 13F portfolio, value $3,764,262.

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

    • Concord Wealth Partners: 16,063 shares
    • Concord Asset Management, LLC/VA: 16,063 shares

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

  6. period ended2025-03-31
    13F 14,137 shares
    Change vs previous 13F +945 shares

    0.28% of the 13F portfolio, value $1,712,246.

    13F-HR 0001814214-25-000003 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).

  7. period ended2024-12-31
    13F 13,192 shares
    Change vs previous 13F -726 shares

    0.24% of the 13F portfolio, value $1,480,956.

    13F-HR 0001814214-25-000002 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).

  8. period ended2024-09-30
    13F 13,918 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,637,088.

    13F-HR 0001814214-24-000008 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).