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Disclosery

Concord Wealth Partners: NULV position timeline

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

Concord Wealth Partners held 2,890 NULV 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 2,890 shares
    Change vs previous 13F +2,890 shares

    0.02% of the 13F portfolio, value $144,471.

    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 -4,870 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 4,870 shares
    Change vs previous 13F -14,975 shares

    0.03% of the 13F portfolio, value $219,394.

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

    • Concord Wealth Partners: 4,870 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  4. period ended2025-09-30
    13F 19,845 shares
    Change vs previous 13F -5,739 shares

    0.07% of the 13F portfolio, value $869,747.

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

    • Concord Wealth Partners: 12,792 shares
    • Concord Asset Management, LLC/VA: 7,053 shares

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

  5. period ended2025-06-30
    13F 25,584 shares
    Change vs previous 13F +5,581 shares

    0.08% of the 13F portfolio, value $1,072,354.

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

    • Concord Wealth Partners: 12,792 shares
    • Concord Asset Management, LLC/VA: 12,792 shares

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

  6. period ended2025-03-31
    13F 20,003 shares
    Change vs previous 13F -5,431 shares

    0.07% of the 13F portfolio, value $795,265.

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

    • Concord Wealth Partners: 12,871 shares
    • Concord Asset Management, LLC/VA: 7,132 shares

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

  7. period ended2024-12-31
    13F 25,434 shares
    Change vs previous 13F -4,032 shares

    0.09% of the 13F portfolio, value $1,001,336.

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

    • Concord Wealth Partners: 16,628 shares
    • Concord Asset Management, LLC/VA: 8,806 shares

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

  8. period ended2024-09-30
    13F 29,466 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,229,322.

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

    • Concord Wealth Partners: 21,423 shares
    • Concord Asset Management, LLC/VA: 8,043 shares

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