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Disclosery

Concord Wealth Partners: SHV position timeline

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

Concord Wealth Partners held 9,041 SHV 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 9,041 shares
    Change vs previous 13F -389 shares

    0.11% of the 13F portfolio, value $997,667.

    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 9,430 shares
    Change vs previous 13F -564,563 shares

    0.14% of the 13F portfolio, value $1,041,005.

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

    • Concord Wealth Partners: 9,430 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  3. period ended2025-12-31
    13F 573,993 shares
    Change vs previous 13F +18,674 shares

    4.69% of the 13F portfolio, value $63,225,319.

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

    • Concord Wealth Partners: 291,782 shares
    • Concord Asset Management, LLC/VA: 282,211 shares

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

  4. period ended2025-09-30
    13F 555,319 shares
    Change vs previous 13F +32,491 shares

    4.81% of the 13F portfolio, value $61,357,161.

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

    • Concord Wealth Partners: 281,625 shares
    • Concord Asset Management, LLC/VA: 273,694 shares

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

  5. period ended2025-06-30
    13F 522,828 shares
    Change vs previous 13F +35,031 shares

    4.27% of the 13F portfolio, value $57,730,598.

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

    • Concord Wealth Partners: 261,414 shares
    • Concord Asset Management, LLC/VA: 261,414 shares

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

  6. period ended2025-03-31
    13F 487,797 shares
    Change vs previous 13F -15,915 shares

    5.07% of the 13F portfolio, value $53,860,523.

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

    • Concord Wealth Partners: 248,486 shares
    • Concord Asset Management, LLC/VA: 239,311 shares

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

  7. period ended2024-12-31
    13F 503,712 shares
    Change vs previous 13F +154,954 shares

    5.2% of the 13F portfolio, value $55,463,762.

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

    • Concord Wealth Partners: 262,285 shares
    • Concord Asset Management, LLC/VA: 241,427 shares

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

  8. period ended2024-09-30
    13F 348,758 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $38,583,112.

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

    • Concord Wealth Partners: 183,764 shares
    • Concord Asset Management, LLC/VA: 164,994 shares

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