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Disclosery

Concord Wealth Partners: SNPS position timeline

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

Concord Wealth Partners held 0 SNPS shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -14 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.

  2. period ended2025-12-31
    13F 14 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $6,576.

    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).

  3. period ended2025-09-30
    13F 115 shares
    Change vs previous 13F -4,643 shares

    0.01% of the 13F portfolio, value $56,740.

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

    • Concord Wealth Partners: 115 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  4. period ended2025-06-30
    13F 4,758 shares
    Change vs previous 13F +317 shares

    0.18% of the 13F portfolio, value $2,439,332.

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

    • Concord Wealth Partners: 2,379 shares
    • Concord Asset Management, LLC/VA: 2,379 shares

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

  5. period ended2025-03-31
    13F 4,441 shares
    Change vs previous 13F -115 shares

    0.18% of the 13F portfolio, value $1,888,893.

    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: 2,080 shares
    • Concord Asset Management, LLC/VA: 2,361 shares

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

  6. period ended2024-12-31
    13F 4,556 shares
    Change vs previous 13F +1,416 shares

    0.21% of the 13F portfolio, value $2,211,300.

    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: 2,261 shares
    • Concord Asset Management, LLC/VA: 2,295 shares

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

  7. period ended2024-09-30
    13F 3,140 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,590,064.

    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: 1,532 shares
    • Concord Asset Management, LLC/VA: 1,608 shares

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