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Disclosery

Concord Wealth Partners: IGRO position timeline

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

Concord Wealth Partners held 178,882 IGRO 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 178,882 shares
    Change vs previous 13F -2,127 shares

    1.04% of the 13F portfolio, value $15,729,131.

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

    • Concord Wealth Partners: 90,312 shares
    • Concord Asset Management, LLC/VA: 88,570 shares

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

  2. period ended2026-03-31
    13F 181,009 shares
    Change vs previous 13F +17,155 shares

    1.11% of the 13F portfolio, value $15,163,142.

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

    • Concord Wealth Partners: 91,287 shares
    • Concord Asset Management, LLC/VA: 89,722 shares

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

  3. period ended2025-12-31
    13F 163,854 shares
    Change vs previous 13F +8,665 shares

    1.01% of the 13F portfolio, value $13,562,180.

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

    • Concord Wealth Partners: 82,479 shares
    • Concord Asset Management, LLC/VA: 81,375 shares

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

  4. period ended2025-09-30
    13F 155,189 shares
    Change vs previous 13F +15,651 shares

    0.97% of the 13F portfolio, value $12,363,848.

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

    • Concord Wealth Partners: 77,849 shares
    • Concord Asset Management, LLC/VA: 77,340 shares

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

  5. period ended2025-06-30
    13F 139,538 shares
    Change vs previous 13F +40,584 shares

    0.81% of the 13F portfolio, value $11,008,198.

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

    • Concord Wealth Partners: 69,769 shares
    • Concord Asset Management, LLC/VA: 69,769 shares

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

  6. period ended2025-03-31
    13F 98,954 shares
    Change vs previous 13F +79,872 shares

    0.68% of the 13F portfolio, value $7,231,038.

    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: 44,813 shares
    • Concord Asset Management, LLC/VA: 54,141 shares

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

  7. period ended2024-12-31
    13F 19,082 shares
    Change vs previous 13F +10,052 shares

    0.12% of the 13F portfolio, value $1,296,842.

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

    • Concord Wealth Partners: 9,541 shares
    • Concord Asset Management, LLC/VA: 9,541 shares

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

  8. period ended2024-09-30
    13F 9,030 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $673,518.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,327 shares
    • Concord Asset Management, LLC/VA: 4,703 shares

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