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Disclosery

Concord Wealth Partners: REGN position timeline

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

Concord Wealth Partners held 0 REGN shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2 shares

    13F-HR 0001814214-25-000007 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.

  2. period ended2025-06-30
    13F 2 shares
    Change vs previous 13F -4,258 shares

    <0.01% of the 13F portfolio, value $1,054.

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

    • Concord Wealth Partners: 2 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  3. period ended2025-03-31
    13F 4,260 shares
    Change vs previous 13F +1,711 shares

    0.24% of the 13F portfolio, value $2,597,052.

    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: 2,001 shares
    • Concord Asset Management, LLC/VA: 2,259 shares

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

  4. period ended2024-12-31
    13F 2,549 shares
    Change vs previous 13F +496 shares

    0.17% of the 13F portfolio, value $1,815,729.

    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: 1,262 shares
    • Concord Asset Management, LLC/VA: 1,287 shares

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

  5. period ended2024-09-30
    13F 2,053 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,158,195.

    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: 989 shares
    • Concord Asset Management, LLC/VA: 1,064 shares

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