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Disclosery

Concord Wealth Partners: MO position timeline

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

Concord Wealth Partners held 9,390 MO 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 9,390 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $675,584.

    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 9,351 shares
    Change vs previous 13F +46 shares

    0.08% of the 13F portfolio, value $617,084.

    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 9,305 shares
    Change vs previous 13F +38 shares

    0.07% of the 13F portfolio, value $536,540.

    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 9,267 shares
    Change vs previous 13F -8,783 shares

    0.08% of the 13F portfolio, value $612,160.

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

    • Concord Wealth Partners: 9,267 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 18,050 shares
    Change vs previous 13F +8,990 shares

    0.08% of the 13F portfolio, value $1,058,294.

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

    • Concord Wealth Partners: 9,025 shares
    • Concord Asset Management, LLC/VA: 9,025 shares

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

  6. period ended2025-03-31
    13F 9,060 shares
    Change vs previous 13F +1,027 shares

    0.09% of the 13F portfolio, value $543,791.

    13F-HR 0001814214-25-000003 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).

  7. period ended2024-12-31
    13F 8,033 shares
    Change vs previous 13F +1,856 shares

    0.07% of the 13F portfolio, value $420,056.

    13F-HR 0001814214-25-000002 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).

  8. period ended2024-09-30
    13F 6,177 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $315,278.

    13F-HR 0001814214-24-000008 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).