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Disclosery

Concord Wealth Partners: HYBL position timeline

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

Concord Wealth Partners held 2,447,926 HYBL 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 2,447,926 shares
    Change vs previous 13F +90,903 shares

    4.5% of the 13F portfolio, value $68,419,523.

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

    • Concord Wealth Partners: 1,262,818 shares
    • Concord Asset Management, LLC/VA: 1,185,108 shares

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

  2. period ended2026-03-31
    13F 2,357,023 shares
    Change vs previous 13F +139,669 shares

    4.82% of the 13F portfolio, value $65,619,530.

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

    • Concord Wealth Partners: 1,214,293 shares
    • Concord Asset Management, LLC/VA: 1,142,730 shares

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

  3. period ended2025-12-31
    13F 2,217,354 shares
    Change vs previous 13F +83,031 shares

    4.68% of the 13F portfolio, value $63,061,544.

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

    • Concord Wealth Partners: 1,140,550 shares
    • Concord Asset Management, LLC/VA: 1,076,804 shares

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

  4. period ended2025-09-30
    13F 2,134,323 shares
    Change vs previous 13F +109,337 shares

    4.8% of the 13F portfolio, value $61,148,360.

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

    • Concord Wealth Partners: 1,095,151 shares
    • Concord Asset Management, LLC/VA: 1,039,172 shares

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

  5. period ended2025-06-30
    13F 2,024,986 shares
    Change vs previous 13F +378,002 shares

    4.29% of the 13F portfolio, value $57,894,366.

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

    • Concord Wealth Partners: 1,012,493 shares
    • Concord Asset Management, LLC/VA: 1,012,493 shares

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

  6. period ended2025-03-31
    13F 1,646,984 shares
    Change vs previous 13F +569,366 shares

    4.32% of the 13F portfolio, value $45,959,336.

    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: 804,452 shares
    • Concord Asset Management, LLC/VA: 842,532 shares

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

  7. period ended2024-12-31
    13F 1,077,618 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $30,566,646.

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

    • Concord Wealth Partners: 542,448 shares
    • Concord Asset Management, LLC/VA: 535,170 shares

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