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Disclosery

Concord Wealth Partners: QQQM position timeline

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

Concord Wealth Partners held 1,312 QQQM 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 1,312 shares
    Change vs previous 13F -99 shares

    0.05% of the 13F portfolio, value $397,497.

    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 1,411 shares
    Change vs previous 13F -93 shares

    0.04% of the 13F portfolio, value $335,282.

    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 1,504 shares
    Change vs previous 13F +58 shares

    0.05% of the 13F portfolio, value $380,392.

    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 1,446 shares
    Change vs previous 13F -2,146 shares

    0.05% of the 13F portfolio, value $357,336.

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

    • Concord Wealth Partners: 1,446 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 3,592 shares
    Change vs previous 13F +1,930 shares

    0.06% of the 13F portfolio, value $815,744.

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

    • Concord Wealth Partners: 1,796 shares
    • Concord Asset Management, LLC/VA: 1,796 shares

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

  6. period ended2025-03-31
    13F 1,662 shares
    Change vs previous 13F -82 shares

    0.05% of the 13F portfolio, value $320,799.

    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 1,744 shares
    Change vs previous 13F +431 shares

    0.06% of the 13F portfolio, value $367,025.

    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 1,313 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $263,716.

    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).