Concord Wealth Partners: MBSF position timeline

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

Concord Wealth Partners held 26,896 MBSF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

period ended2026-06-30
13F 26,896 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $690,532.
13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Concord Wealth Partners: 13,448 shares
- Concord Asset Management, LLC/VA: 13,448 shares
Acceptance time not in the bulk data set (spec §4.2).