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Disclosery

Concord Wealth Partners: NEM position timeline

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

Concord Wealth Partners held 457 NEM 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 457 shares
    Change vs previous 13F +457 shares

    <0.01% of the 13F portfolio, value $42,723.

    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 0 shares
    Change vs previous 13F -457 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 457 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $45,673.

    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 457 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $38,565.

    13F-HR 0001814214-25-000007 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).

  5. period ended2025-06-30
    13F 457 shares
    Change vs previous 13F +385 shares

    <0.01% of the 13F portfolio, value $26,649.

    13F-HR 0001814214-25-000005 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).

  6. period ended2025-03-31
    13F 72 shares
    Change vs previous 13F -12,493 shares

    <0.01% of the 13F portfolio, value $3,476.

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

    • Concord Wealth Partners: 72 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  7. period ended2024-12-31
    13F 12,565 shares
    Change vs previous 13F -1,234 shares

    0.04% of the 13F portfolio, value $467,663.

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

    • Concord Wealth Partners: 6,327 shares
    • Concord Asset Management, LLC/VA: 6,238 shares

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

  8. period ended2024-09-30
    13F 13,799 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $737,567.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,847 shares
    • Concord Asset Management, LLC/VA: 6,952 shares

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