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Disclosery

Concord Wealth Partners: META position timeline

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

Concord Wealth Partners held 23,404 META 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 23,404 shares
    Change vs previous 13F -360 shares

    0.87% of the 13F portfolio, value $13,183,368.

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

    • Concord Wealth Partners: 12,083 shares
    • Concord Asset Management, LLC/VA: 11,321 shares

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

  2. period ended2026-03-31
    13F 23,764 shares
    Change vs previous 13F -791 shares

    1% of the 13F portfolio, value $13,596,205.

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

    • Concord Wealth Partners: 12,126 shares
    • Concord Asset Management, LLC/VA: 11,638 shares

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

  3. period ended2025-12-31
    13F 24,555 shares
    Change vs previous 13F +1,904 shares

    1.2% of the 13F portfolio, value $16,208,614.

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

    • Concord Wealth Partners: 12,560 shares
    • Concord Asset Management, LLC/VA: 11,995 shares

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

  4. period ended2025-09-30
    13F 22,651 shares
    Change vs previous 13F +9 shares

    1.3% of the 13F portfolio, value $16,634,545.

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

    • Concord Wealth Partners: 11,449 shares
    • Concord Asset Management, LLC/VA: 11,202 shares

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

  5. period ended2025-06-30
    13F 22,642 shares
    Change vs previous 13F -297 shares

    1.24% of the 13F portfolio, value $16,712,006.

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

    • Concord Wealth Partners: 11,321 shares
    • Concord Asset Management, LLC/VA: 11,321 shares

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

  6. period ended2025-03-31
    13F 22,939 shares
    Change vs previous 13F -3,834 shares

    1.18% of the 13F portfolio, value $12,579,822.

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

    • Concord Wealth Partners: 11,504 shares
    • Concord Asset Management, LLC/VA: 11,435 shares

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

  7. period ended2024-12-31
    13F 26,773 shares
    Change vs previous 13F -290 shares

    1.47% of the 13F portfolio, value $15,675,986.

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

    • Concord Wealth Partners: 13,556 shares
    • Concord Asset Management, LLC/VA: 13,217 shares

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

  8. period ended2024-09-30
    13F 27,063 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $15,492,038.

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

    • Concord Wealth Partners: 13,555 shares
    • Concord Asset Management, LLC/VA: 13,508 shares

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