Skip to content
Disclosery

Concord Wealth Partners: LOW position timeline

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

Concord Wealth Partners held 2,899 LOW 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 2,899 shares
    Change vs previous 13F +128 shares

    0.07% of the 13F portfolio, value $639,141.

    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 2,771 shares
    Change vs previous 13F -373 shares

    0.08% of the 13F portfolio, value $654,660.

    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 3,144 shares
    Change vs previous 13F -103 shares

    0.1% of the 13F portfolio, value $758,258.

    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 3,247 shares
    Change vs previous 13F -3,429 shares

    0.11% of the 13F portfolio, value $816,088.

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

    • Concord Wealth Partners: 3,247 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 6,676 shares
    Change vs previous 13F +3,143 shares

    0.11% of the 13F portfolio, value $1,481,418.

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

    • Concord Wealth Partners: 3,338 shares
    • Concord Asset Management, LLC/VA: 3,338 shares

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

  6. period ended2025-03-31
    13F 3,533 shares
    Change vs previous 13F -8,154 shares

    0.14% of the 13F portfolio, value $823,907.

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

    • Concord Wealth Partners: 3,533 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  7. period ended2024-12-31
    13F 11,687 shares
    Change vs previous 13F +101 shares

    0.27% of the 13F portfolio, value $2,884,363.

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

    • Concord Wealth Partners: 7,576 shares
    • Concord Asset Management, LLC/VA: 4,111 shares

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

  8. period ended2024-09-30
    13F 11,586 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,138,159.

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

    • Concord Wealth Partners: 7,491 shares
    • Concord Asset Management, LLC/VA: 4,095 shares

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