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Disclosery

Concord Wealth Partners: PEP position timeline

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

Concord Wealth Partners held 15,887 PEP 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 15,887 shares
    Change vs previous 13F +30 shares

    0.14% of the 13F portfolio, value $2,151,179.

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

    • Concord Wealth Partners: 8,196 shares
    • Concord Asset Management, LLC/VA: 7,691 shares

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

  2. period ended2026-03-31
    13F 15,857 shares
    Change vs previous 13F +920 shares

    0.18% of the 13F portfolio, value $2,462,527.

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

    • Concord Wealth Partners: 8,113 shares
    • Concord Asset Management, LLC/VA: 7,744 shares

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

  3. period ended2025-12-31
    13F 14,937 shares
    Change vs previous 13F -226 shares

    0.16% of the 13F portfolio, value $2,143,770.

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

    • Concord Wealth Partners: 7,949 shares
    • Concord Asset Management, LLC/VA: 6,988 shares

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

  4. period ended2025-09-30
    13F 15,163 shares
    Change vs previous 13F -2,597 shares

    0.17% of the 13F portfolio, value $2,129,455.

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

    • Concord Wealth Partners: 8,070 shares
    • Concord Asset Management, LLC/VA: 7,093 shares

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

  5. period ended2025-06-30
    13F 17,760 shares
    Change vs previous 13F +3,509 shares

    0.17% of the 13F portfolio, value $2,344,970.

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

    • Concord Wealth Partners: 8,880 shares
    • Concord Asset Management, LLC/VA: 8,880 shares

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

  6. period ended2025-03-31
    13F 14,251 shares
    Change vs previous 13F -14,667 shares

    0.2% of the 13F portfolio, value $2,084,148.

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

    • Concord Wealth Partners: 7,387 shares
    • Concord Asset Management, LLC/VA: 6,864 shares

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

  7. period ended2024-12-31
    13F 28,918 shares
    Change vs previous 13F -7,434 shares

    0.41% of the 13F portfolio, value $4,397,291.

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

    • Concord Wealth Partners: 15,394 shares
    • Concord Asset Management, LLC/VA: 13,524 shares

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

  8. period ended2024-09-30
    13F 36,352 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,181,757.

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

    • Concord Wealth Partners: 19,118 shares
    • Concord Asset Management, LLC/VA: 17,234 shares

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