Skip to content
Disclosery

Concord Wealth Partners: HUM position timeline

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

Concord Wealth Partners held 0 HUM shares at 2025-03-31 per its 13F-HR filed 2025-05-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,117 shares

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

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 2,117 shares
    Change vs previous 13F +2,094 shares

    0.05% of the 13F portfolio, value $537,105.

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

    • Concord Wealth Partners: 1,067 shares
    • Concord Asset Management, LLC/VA: 1,050 shares

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

  3. period ended2024-09-30
    13F 23 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,285.

    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).