Skip to content
Disclosery

Concord Wealth Partners: IYW position timeline

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

Concord Wealth Partners held 5,210 IYW 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 5,210 shares
    Change vs previous 13F -44 shares

    0.15% of the 13F portfolio, value $1,314,118.

    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 5,254 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $953,181.

    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 5,254 shares
    Change vs previous 13F -103 shares

    0.14% of the 13F portfolio, value $1,049,119.

    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 5,357 shares
    Change vs previous 13F -5,505 shares

    0.14% of the 13F portfolio, value $1,049,242.

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

    • Concord Wealth Partners: 5,357 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 10,862 shares
    Change vs previous 13F +5,431 shares

    0.14% of the 13F portfolio, value $1,882,092.

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

    • Concord Wealth Partners: 5,431 shares
    • Concord Asset Management, LLC/VA: 5,431 shares

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

  6. period ended2025-03-31
    13F 5,431 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $762,741.

    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 5,431 shares
    Change vs previous 13F -485 shares

    0.14% of the 13F portfolio, value $866,363.

    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 5,916 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $896,992.

    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).