Skip to content
Disclosery

Concord Wealth Partners: MA position timeline

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

Concord Wealth Partners held 11,626 MA 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 11,626 shares
    Change vs previous 13F -530 shares

    0.39% of the 13F portfolio, value $5,971,165.

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

    • Concord Wealth Partners: 6,058 shares
    • Concord Asset Management, LLC/VA: 5,568 shares

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

  2. period ended2026-03-31
    13F 12,156 shares
    Change vs previous 13F +741 shares

    0.45% of the 13F portfolio, value $6,073,911.

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

    • Concord Wealth Partners: 6,263 shares
    • Concord Asset Management, LLC/VA: 5,893 shares

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

  3. period ended2025-12-31
    13F 11,415 shares
    Change vs previous 13F +506 shares

    0.48% of the 13F portfolio, value $6,516,641.

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

    • Concord Wealth Partners: 5,898 shares
    • Concord Asset Management, LLC/VA: 5,517 shares

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

  4. period ended2025-09-30
    13F 10,909 shares
    Change vs previous 13F -629 shares

    0.49% of the 13F portfolio, value $6,205,190.

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

    • Concord Wealth Partners: 5,573 shares
    • Concord Asset Management, LLC/VA: 5,336 shares

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

  5. period ended2025-06-30
    13F 11,538 shares
    Change vs previous 13F +1,304 shares

    0.48% of the 13F portfolio, value $6,483,728.

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

    • Concord Wealth Partners: 5,769 shares
    • Concord Asset Management, LLC/VA: 5,769 shares

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

  6. period ended2025-03-31
    13F 10,234 shares
    Change vs previous 13F -1,108 shares

    0.52% of the 13F portfolio, value $5,519,830.

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

    • Concord Wealth Partners: 5,280 shares
    • Concord Asset Management, LLC/VA: 4,954 shares

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

  7. period ended2024-12-31
    13F 11,342 shares
    Change vs previous 13F +40 shares

    0.56% of the 13F portfolio, value $5,972,479.

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

    • Concord Wealth Partners: 5,832 shares
    • Concord Asset Management, LLC/VA: 5,510 shares

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

  8. period ended2024-09-30
    13F 11,302 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,581,027.

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

    • Concord Wealth Partners: 5,753 shares
    • Concord Asset Management, LLC/VA: 5,549 shares

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