Skip to content
Disclosery

Concord Wealth Partners: MPC position timeline

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

Concord Wealth Partners held 2,409 MPC 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 2,409 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $615,909.

    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 2,409 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $588,230.

    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 2,409 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $391,776.

    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 2,409 shares
    Change vs previous 13F -2,555 shares

    0.06% of the 13F portfolio, value $464,311.

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

    • Concord Wealth Partners: 2,409 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 4,964 shares
    Change vs previous 13F +2,482 shares

    0.06% of the 13F portfolio, value $824,570.

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

    • Concord Wealth Partners: 2,482 shares
    • Concord Asset Management, LLC/VA: 2,482 shares

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

  6. period ended2025-03-31
    13F 2,482 shares
    Change vs previous 13F -500 shares

    0.06% of the 13F portfolio, value $361,603.

    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 2,982 shares
    Change vs previous 13F +1,116 shares

    0.07% of the 13F portfolio, value $415,989.

    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 1,866 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $303,990.

    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).