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Disclosery

Concord Wealth Partners: HYT position timeline

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

Concord Wealth Partners held 35,554 HYT 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 35,554 shares
    Change vs previous 13F +950 shares

    0.03% of the 13F portfolio, value $304,339.

    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 34,604 shares
    Change vs previous 13F +916 shares

    0.04% of the 13F portfolio, value $294,829.

    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 33,688 shares
    Change vs previous 13F +835 shares

    0.04% of the 13F portfolio, value $299,828.

    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 32,853 shares
    Change vs previous 13F -31,269 shares

    0.04% of the 13F portfolio, value $312,107.

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

    • Concord Wealth Partners: 32,853 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 64,122 shares
    Change vs previous 13F +32,825 shares

    0.05% of the 13F portfolio, value $625,200.

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

    • Concord Wealth Partners: 32,061 shares
    • Concord Asset Management, LLC/VA: 32,061 shares

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

  6. period ended2025-03-31
    13F 31,297 shares
    Change vs previous 13F +738 shares

    0.05% of the 13F portfolio, value $299,824.

    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 30,559 shares
    Change vs previous 13F +715 shares

    0.05% of the 13F portfolio, value $299,788.

    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 29,844 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $300,232.

    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).