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Disclosery

Concord Wealth Partners: JEPQ position timeline

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

Concord Wealth Partners held 21,281 JEPQ 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 21,281 shares
    Change vs previous 13F -806 shares

    0.15% of the 13F portfolio, value $1,307,930.

    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 22,087 shares
    Change vs previous 13F +615 shares

    0.16% of the 13F portfolio, value $1,226,270.

    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 21,472 shares
    Change vs previous 13F +270 shares

    0.16% of the 13F portfolio, value $1,247,953.

    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 21,202 shares
    Change vs previous 13F -20,460 shares

    0.17% of the 13F portfolio, value $1,219,539.

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

    • Concord Wealth Partners: 21,202 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 41,662 shares
    Change vs previous 13F +15,466 shares

    0.17% of the 13F portfolio, value $2,266,412.

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

    • Concord Wealth Partners: 20,831 shares
    • Concord Asset Management, LLC/VA: 20,831 shares

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

  6. period ended2025-03-31
    13F 26,196 shares
    Change vs previous 13F +576 shares

    0.22% of the 13F portfolio, value $1,356,429.

    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 25,620 shares
    Change vs previous 13F -566 shares

    0.24% of the 13F portfolio, value $1,444,456.

    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 26,186 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,438,397.

    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).