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Concord Wealth Partners: LIN position timeline

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

Concord Wealth Partners held 4,047 LIN 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 4,047 shares
    Change vs previous 13F +104 shares

    0.14% of the 13F portfolio, value $2,100,119.

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

    • Concord Wealth Partners: 2,300 shares
    • Concord Asset Management, LLC/VA: 1,747 shares

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

  2. period ended2026-03-31
    13F 3,943 shares
    Change vs previous 13F +1,868 shares

    0.14% of the 13F portfolio, value $1,954,618.

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

    • Concord Wealth Partners: 2,211 shares
    • Concord Asset Management, LLC/VA: 1,732 shares

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

  3. period ended2025-12-31
    13F 2,075 shares
    Change vs previous 13F +83 shares

    0.07% of the 13F portfolio, value $884,497.

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

    • Concord Wealth Partners: 1,044 shares
    • Concord Asset Management, LLC/VA: 1,031 shares

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

  4. period ended2025-09-30
    13F 1,992 shares
    Change vs previous 13F +114 shares

    0.07% of the 13F portfolio, value $945,921.

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

    • Concord Wealth Partners: 999 shares
    • Concord Asset Management, LLC/VA: 993 shares

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

  5. period ended2025-06-30
    13F 1,878 shares
    Change vs previous 13F +92 shares

    0.07% of the 13F portfolio, value $880,768.

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

    • Concord Wealth Partners: 939 shares
    • Concord Asset Management, LLC/VA: 939 shares

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

  6. period ended2025-03-31
    13F 1,786 shares
    Change vs previous 13F -7,713 shares

    0.08% of the 13F portfolio, value $815,169.

    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: 866 shares
    • Concord Asset Management, LLC/VA: 920 shares

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

  7. period ended2024-12-31
    13F 9,499 shares
    Change vs previous 13F +219 shares

    0.37% of the 13F portfolio, value $3,976,692.

    13F-HR 0002031885-25-000001 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,725 shares
    • Concord Asset Management, LLC/VA: 4,774 shares

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

  8. period ended2024-09-30
    13F 9,280 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,425,343.

    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: 4,529 shares
    • Concord Asset Management, LLC/VA: 4,751 shares

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