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Disclosery

Concord Wealth Partners: LEN position timeline

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

Concord Wealth Partners held 0 LEN shares at 2025-03-31 per its 13F-HR filed 2025-05-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -7,893 shares

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

    • Concord Wealth Partners: 0 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

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

  2. period ended2024-12-31
    13F 7,893 shares
    Change vs previous 13F +525 shares

    0.1% of the 13F portfolio, value $1,076,386.

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

    • Concord Wealth Partners: 3,955 shares
    • Concord Asset Management, LLC/VA: 3,938 shares

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

  3. period ended2024-09-30
    13F 7,368 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,381,239.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,637 shares
    • Concord Asset Management, LLC/VA: 3,731 shares

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