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Disclosery

Concord Wealth Partners: RPV position timeline

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

Concord Wealth Partners held 6,575 RPV 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 6,575 shares
    Change vs previous 13F +1,558 shares

    0.05% of the 13F portfolio, value $748,346.

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

    • Concord Wealth Partners: 4,815 shares
    • Concord Asset Management, LLC/VA: 1,760 shares

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

  2. period ended2026-03-31
    13F 5,017 shares
    Change vs previous 13F -342 shares

    0.07% of the 13F portfolio, value $538,746.

    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 5,359 shares
    Change vs previous 13F -9 shares

    0.07% of the 13F portfolio, value $553,867.

    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 5,368 shares
    Change vs previous 13F -8,742 shares

    0.07% of the 13F portfolio, value $533,425.

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

    • Concord Wealth Partners: 5,368 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 14,110 shares
    Change vs previous 13F +6,521 shares

    0.1% of the 13F portfolio, value $1,323,028.

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

    • Concord Wealth Partners: 7,055 shares
    • Concord Asset Management, LLC/VA: 7,055 shares

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

  6. period ended2025-03-31
    13F 7,589 shares
    Change vs previous 13F -1,049 shares

    0.12% of the 13F portfolio, value $700,872.

    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 8,638 shares
    Change vs previous 13F -4,007 shares

    0.13% of the 13F portfolio, value $779,250.

    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 12,645 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,124,401.

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

    • Concord Wealth Partners: 12,645 shares
    • Concord Asset Management, LLC/VA: 0 shares

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