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Disclosery

Concord Wealth Partners: INDA position timeline

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

Concord Wealth Partners held 17 INDA 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 17 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $840.

    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 0 shares
    Change vs previous 13F -472 shares

    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).

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

  3. period ended2025-12-31
    13F 472 shares
    Change vs previous 13F -926 shares

    <0.01% of the 13F portfolio, value $25,512.

    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 1,398 shares
    Change vs previous 13F -52,622 shares

    0.01% of the 13F portfolio, value $72,780.

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

    • Concord Wealth Partners: 1,398 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 54,020 shares
    Change vs previous 13F -70,571 shares

    0.22% of the 13F portfolio, value $3,007,834.

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

    • Concord Wealth Partners: 27,010 shares
    • Concord Asset Management, LLC/VA: 27,010 shares

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

  6. period ended2025-03-31
    13F 124,591 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $6,507,671.

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

    • Concord Wealth Partners: 69,458 shares
    • Concord Asset Management, LLC/VA: 55,133 shares

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