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Concord Wealth Partners: NOW position timeline

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

Concord Wealth Partners held 19,228 NOW 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 19,228 shares
    Change vs previous 13F -10,875 shares

    0.13% of the 13F portfolio, value $1,908,956.

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

    • Concord Wealth Partners: 9,783 shares
    • Concord Asset Management, LLC/VA: 9,445 shares

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

  2. period ended2026-03-31
    13F 30,103 shares
    Change vs previous 13F +11,264 shares

    0.23% of the 13F portfolio, value $3,147,268.

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

    • Concord Wealth Partners: 15,099 shares
    • Concord Asset Management, LLC/VA: 15,004 shares

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

  3. period ended2025-12-31
    13F 18,839 shares
    Change vs previous 13F +15,383 shares

    0.21% of the 13F portfolio, value $2,885,947.

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

    • Concord Wealth Partners: 9,472 shares
    • Concord Asset Management, LLC/VA: 9,367 shares

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

  4. period ended2025-09-30
    13F 3,456 shares
    Change vs previous 13F +400 shares

    0.25% of the 13F portfolio, value $3,180,488.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,714 shares
    • Concord Asset Management, LLC/VA: 1,742 shares

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

  5. period ended2025-06-30
    13F 3,056 shares
    Change vs previous 13F +276 shares

    0.23% of the 13F portfolio, value $3,141,812.

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

    • Concord Wealth Partners: 1,528 shares
    • Concord Asset Management, LLC/VA: 1,528 shares

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

  6. period ended2025-03-31
    13F 2,780 shares
    Change vs previous 13F -121 shares

    0.21% of the 13F portfolio, value $2,237,679.

    13F-HR 0002031885-25-000002 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,306 shares
    • Concord Asset Management, LLC/VA: 1,474 shares

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

  7. period ended2024-12-31
    13F 2,901 shares
    Change vs previous 13F +216 shares

    0.29% of the 13F portfolio, value $3,075,408.

    13F-HR 0002031885-25-000001 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,443 shares
    • Concord Asset Management, LLC/VA: 1,458 shares

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

  8. period ended2024-09-30
    13F 2,685 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,401,437.

    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: 1,314 shares
    • Concord Asset Management, LLC/VA: 1,371 shares

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