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Disclosery

Concord Wealth Partners: IDV position timeline

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

Concord Wealth Partners held 45,698 IDV 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 45,698 shares
    Change vs previous 13F +2,146 shares

    0.22% of the 13F portfolio, value $1,893,276.

    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 43,552 shares
    Change vs previous 13F +2,046 shares

    0.24% of the 13F portfolio, value $1,853,578.

    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 41,506 shares
    Change vs previous 13F +2,828 shares

    0.21% of the 13F portfolio, value $1,637,427.

    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 38,678 shares
    Change vs previous 13F -41,802 shares

    0.2% of the 13F portfolio, value $1,413,688.

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

    • Concord Wealth Partners: 38,678 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 80,480 shares
    Change vs previous 13F +47,152 shares

    0.21% of the 13F portfolio, value $2,777,360.

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

    • Concord Wealth Partners: 40,240 shares
    • Concord Asset Management, LLC/VA: 40,240 shares

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

  6. period ended2025-03-31
    13F 33,328 shares
    Change vs previous 13F +5,253 shares

    0.17% of the 13F portfolio, value $1,033,824.

    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 28,075 shares
    Change vs previous 13F -2,036 shares

    0.13% of the 13F portfolio, value $768,705.

    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 30,111 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $910,256.

    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).