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Disclosery

Concord Wealth Partners: PDI position timeline

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

Concord Wealth Partners held 11,828 PDI 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 11,828 shares
    Change vs previous 13F +466 shares

    0.02% of the 13F portfolio, value $197,522.

    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 11,362 shares
    Change vs previous 13F +426 shares

    0.03% of the 13F portfolio, value $194,402.

    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 10,936 shares
    Change vs previous 13F +177 shares

    0.03% of the 13F portfolio, value $193,669.

    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 10,759 shares
    Change vs previous 13F -9,745 shares

    0.03% of the 13F portfolio, value $213,031.

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

    • Concord Wealth Partners: 10,759 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 20,504 shares
    Change vs previous 13F +10,614 shares

    0.03% of the 13F portfolio, value $388,970.

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

    • Concord Wealth Partners: 10,252 shares
    • Concord Asset Management, LLC/VA: 10,252 shares

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

  6. period ended2025-03-31
    13F 9,890 shares
    Change vs previous 13F +431 shares

    0.03% of the 13F portfolio, value $195,815.

    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 9,459 shares
    Change vs previous 13F +327 shares

    0.03% of the 13F portfolio, value $173,473.

    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 9,132 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $185,109.

    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).