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Disclosery

Concord Wealth Partners: SLYV position timeline

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

Concord Wealth Partners held 2,749 SLYV 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 2,749 shares
    Change vs previous 13F +324 shares

    0.03% of the 13F portfolio, value $299,904.

    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 2,425 shares
    Change vs previous 13F -428 shares

    0.03% of the 13F portfolio, value $229,318.

    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 2,853 shares
    Change vs previous 13F -135 shares

    0.03% of the 13F portfolio, value $259,577.

    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 2,988 shares
    Change vs previous 13F -5,968 shares

    0.04% of the 13F portfolio, value $264,881.

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

    • Concord Wealth Partners: 2,988 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 8,956 shares
    Change vs previous 13F +4,773 shares

    0.05% of the 13F portfolio, value $714,356.

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

    • Concord Wealth Partners: 4,478 shares
    • Concord Asset Management, LLC/VA: 4,478 shares

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

  6. period ended2025-03-31
    13F 4,183 shares
    Change vs previous 13F -223,458 shares

    0.05% of the 13F portfolio, value $327,954.

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

    • Concord Wealth Partners: 4,183 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  7. period ended2024-12-31
    13F 227,641 shares
    Change vs previous 13F -19,574 shares

    1.86% of the 13F portfolio, value $19,861,679.

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

    • Concord Wealth Partners: 114,974 shares
    • Concord Asset Management, LLC/VA: 112,667 shares

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

  8. period ended2024-09-30
    13F 247,215 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $21,463,272.

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

    • Concord Wealth Partners: 124,436 shares
    • Concord Asset Management, LLC/VA: 122,779 shares

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