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Disclosery

Concord Wealth Partners: SPAB position timeline

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

Concord Wealth Partners held 28,204 SPAB 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 28,204 shares
    Change vs previous 13F -1,013 shares

    0.05% of the 13F portfolio, value $719,766.

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

    • Concord Wealth Partners: 14,333 shares
    • Concord Asset Management, LLC/VA: 13,871 shares

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

  2. period ended2026-03-31
    13F 29,217 shares
    Change vs previous 13F +3,077 shares

    0.05% of the 13F portfolio, value $748,539.

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

    • Concord Wealth Partners: 14,713 shares
    • Concord Asset Management, LLC/VA: 14,504 shares

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

  3. period ended2025-12-31
    13F 26,140 shares
    Change vs previous 13F +3,201 shares

    0.05% of the 13F portfolio, value $673,105.

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

    • Concord Wealth Partners: 13,091 shares
    • Concord Asset Management, LLC/VA: 13,049 shares

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

  4. period ended2025-09-30
    13F 22,939 shares
    Change vs previous 13F +3,035 shares

    0.05% of the 13F portfolio, value $592,973.

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

    • Concord Wealth Partners: 11,539 shares
    • Concord Asset Management, LLC/VA: 11,400 shares

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

  5. period ended2025-06-30
    13F 19,904 shares
    Change vs previous 13F +614 shares

    0.04% of the 13F portfolio, value $509,542.

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

    • Concord Wealth Partners: 9,952 shares
    • Concord Asset Management, LLC/VA: 9,952 shares

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

  6. period ended2025-03-31
    13F 19,290 shares
    Change vs previous 13F +310 shares

    0.05% of the 13F portfolio, value $489,499.

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

    • Concord Wealth Partners: 9,972 shares
    • Concord Asset Management, LLC/VA: 9,318 shares

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

  7. period ended2024-12-31
    13F 18,980 shares
    Change vs previous 13F +12,642 shares

    0.04% of the 13F portfolio, value $474,310.

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

    • Concord Wealth Partners: 9,985 shares
    • Concord Asset Management, LLC/VA: 8,995 shares

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

  8. period ended2024-09-30
    13F 6,338 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $165,675.

    13F-HR 0001814214-24-000008 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).