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Disclosery

Concord Wealth Partners: JQUA position timeline

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

Concord Wealth Partners held 15,627 JQUA 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 15,627 shares
    Change vs previous 13F -700 shares

    0.07% of the 13F portfolio, value $1,129,520.

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

    • Concord Wealth Partners: 8,500 shares
    • Concord Asset Management, LLC/VA: 7,127 shares

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

  2. period ended2026-03-31
    13F 16,327 shares
    Change vs previous 13F -19,137 shares

    0.07% of the 13F portfolio, value $1,001,172.

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

    • Concord Wealth Partners: 8,918 shares
    • Concord Asset Management, LLC/VA: 7,409 shares

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

  3. period ended2025-12-31
    13F 35,464 shares
    Change vs previous 13F -948 shares

    0.17% of the 13F portfolio, value $2,240,591.

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

    • Concord Wealth Partners: 17,951 shares
    • Concord Asset Management, LLC/VA: 17,513 shares

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

  4. period ended2025-09-30
    13F 36,412 shares
    Change vs previous 13F -314,810 shares

    0.18% of the 13F portfolio, value $2,290,685.

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

    • Concord Wealth Partners: 18,469 shares
    • Concord Asset Management, LLC/VA: 17,943 shares

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

  5. period ended2025-06-30
    13F 351,222 shares
    Change vs previous 13F -19,501 shares

    1.56% of the 13F portfolio, value $21,090,926.

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

    • Concord Wealth Partners: 175,611 shares
    • Concord Asset Management, LLC/VA: 175,611 shares

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

  6. period ended2025-03-31
    13F 370,723 shares
    Change vs previous 13F +21,576 shares

    1.93% of the 13F portfolio, value $20,532,335.

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

    • Concord Wealth Partners: 191,082 shares
    • Concord Asset Management, LLC/VA: 179,641 shares

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

  7. period ended2024-12-31
    13F 349,147 shares
    Change vs previous 13F -4,216 shares

    1.88% of the 13F portfolio, value $19,995,646.

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

    • Concord Wealth Partners: 175,006 shares
    • Concord Asset Management, LLC/VA: 174,141 shares

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

  8. period ended2024-09-30
    13F 353,363 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $19,989,715.

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

    • Concord Wealth Partners: 177,413 shares
    • Concord Asset Management, LLC/VA: 175,950 shares

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