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Disclosery

Concord Wealth Partners: SMIN position timeline

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

Concord Wealth Partners held 12 SMIN 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 12 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $849.

    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 0 shares
    Change vs previous 13F -501 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 501 shares
    Change vs previous 13F -759 shares

    <0.01% of the 13F portfolio, value $35,036.

    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 1,260 shares
    Change vs previous 13F -75,862 shares

    0.01% of the 13F portfolio, value $90,367.

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

    • Concord Wealth Partners: 1,260 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 77,122 shares
    Change vs previous 13F -18,225 shares

    0.44% of the 13F portfolio, value $5,952,276.

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

    • Concord Wealth Partners: 38,561 shares
    • Concord Asset Management, LLC/VA: 38,561 shares

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

  6. period ended2025-03-31
    13F 95,347 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $6,600,449.

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

    • Concord Wealth Partners: 49,274 shares
    • Concord Asset Management, LLC/VA: 46,073 shares

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