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Disclosery

Concord Wealth Partners: ITW position timeline

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

Concord Wealth Partners held 9,473 ITW 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 9,473 shares
    Change vs previous 13F +264 shares

    0.17% of the 13F portfolio, value $2,562,246.

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

    • Concord Wealth Partners: 5,417 shares
    • Concord Asset Management, LLC/VA: 4,056 shares

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

  2. period ended2026-03-31
    13F 9,209 shares
    Change vs previous 13F +1,867 shares

    0.18% of the 13F portfolio, value $2,397,022.

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

    • Concord Wealth Partners: 5,123 shares
    • Concord Asset Management, LLC/VA: 4,086 shares

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

  3. period ended2025-12-31
    13F 7,342 shares
    Change vs previous 13F +106 shares

    0.13% of the 13F portfolio, value $1,808,271.

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

    • Concord Wealth Partners: 3,751 shares
    • Concord Asset Management, LLC/VA: 3,591 shares

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

  4. period ended2025-09-30
    13F 7,236 shares
    Change vs previous 13F +178 shares

    0.15% of the 13F portfolio, value $1,887,032.

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

    • Concord Wealth Partners: 3,684 shares
    • Concord Asset Management, LLC/VA: 3,552 shares

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

  5. period ended2025-06-30
    13F 7,058 shares
    Change vs previous 13F +591 shares

    0.13% of the 13F portfolio, value $1,744,864.

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

    • Concord Wealth Partners: 3,529 shares
    • Concord Asset Management, LLC/VA: 3,529 shares

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

  6. period ended2025-03-31
    13F 6,467 shares
    Change vs previous 13F +1,230 shares

    0.15% of the 13F portfolio, value $1,566,668.

    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: 3,180 shares
    • Concord Asset Management, LLC/VA: 3,287 shares

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

  7. period ended2024-12-31
    13F 5,237 shares
    Change vs previous 13F +1,655 shares

    0.12% of the 13F portfolio, value $1,327,951.

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

    • Concord Wealth Partners: 2,679 shares
    • Concord Asset Management, LLC/VA: 2,558 shares

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

  8. period ended2024-09-30
    13F 3,582 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $938,595.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,814 shares
    • Concord Asset Management, LLC/VA: 1,768 shares

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